Beacon Bridge Wealth Partners, LLC Energy Sector Spdr Transaction History
Beacon Bridge Wealth Partners, LLC
- $218 Billion
- Q2 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 8,439 shares of XLE stock, worth $725,838. This represents 0.35% of its overall portfolio holdings.
Number of Shares
8,439
Previous 7,168
17.73%
Holding current value
$725,838
Previous $677 Million
13.67%
% of portfolio
0.35%
Previous 0.32%
Shares
3 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$3.53 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.02 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$715 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$696 Million0.38% of portfolio