National Wealth Management Group, LLC Energy Sector Spdr Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,639 shares of XLE stock, worth $436,808. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,639
Previous 5,694
18.53%
Holding current value
$436,808
Previous $538 Million
21.34%
% of portfolio
0.32%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding XLE
# of Institutions
2,047Shares Held
236MCall Options Held
46.9MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.87 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.66 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$784 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$782 Million0.13% of portfolio