Worth Financial Advisory Group, LLC Energy Sector Spdr Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 7,915 shares of XLE stock, worth $677,444. This represents 0.47% of its overall portfolio holdings.
Number of Shares
7,915
Previous 7,852
0.8%
Holding current value
$677,444
Previous $741 Million
2.68%
% of portfolio
0.47%
Previous 0.51%
Shares
7 transactions
Others Institutions Holding XLE
# of Institutions
2,062Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.52 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.01 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$711 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$693 Million0.38% of portfolio