Core Wealth Partners LLC Energy Sector Spdr Transaction History
Core Wealth Partners LLC
- $146 Billion
- Q2 2024
A detailed history of Core Wealth Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,181 shares of XLE stock, worth $296,469. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,181
Previous 2,893
9.96%
Holding current value
$296,469
Previous $273 Million
6.18%
% of portfolio
0.2%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,063Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.83 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.64 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.1 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$774 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$754 Million0.38% of portfolio