Ipsen Advisor Group LLC Energy Sector Spdr Transaction History

Ipsen Advisor Group LLC

$86.8 Billion
Q4 2022

A detailed history of Ipsen Advisor Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 11,152 shares of XLE stock, worth $1.05 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

11,152

Holding current value

$1.05 Million

% of portfolio

1.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$76.09 - $94.08 $848,555 - $1.05 Million	11,152 New	11,152 $975 Million

Others Institutions Holding XLE

# of Institutions

2,044

Shares Held

236M

Call Options Held

47M

Put Options Held

75.7M

Bank Of America Corp Charlotte, NC

41.1M
Shares

$3.87 Billion
0.34% of portfolio
Morgan Stanley New York, NY

17.6M
Shares

$1.66 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

11.8M
Shares

$1.11 Billion
0.26% of portfolio
Goldman Sachs Group Inc New York, NY

8.31M
Shares

$782 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$762 Million
0.38% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Ipsen Advisor Group LLC Energy Sector Spdr Transaction History