Wealth Preservation Advisors, LLC Energy Sector Spdr Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 333 shares of XLE stock, worth $26,806. This represents 0.02% of its overall portfolio holdings.
Number of Shares
333Holding current value
$26,806% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,157Shares Held
232MCall Options Held
45.4MPut Options Held
104M-
Bank Of America Corp Charlotte, NC27.8MShares$2.24 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.15 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$846 Million0.08% of portfolio
-
Ubs Group Ag9.39MShares$756 Million0.17% of portfolio