National Wealth Management Group, LLC Energy Sector Spdr Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 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 4,514 shares of XLE stock, worth $439,076. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,514
Previous 4,639
2.69%
Holding current value
$439,076
Previous $423 Million
6.27%
% of portfolio
0.27%
Previous 0.32%
Shares
10 transactions
Others Institutions Holding XLE
# of Institutions
2,026Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.72 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.45 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$810 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$786 Million0.12% of portfolio