Kingswood Wealth Advisors, LLC Energy Sector Spdr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 54,045 shares of XLE stock, worth $4.88 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
54,045
Previous 9,596
463.2%
Holding current value
$4.88 Million
Previous $875 Million
442.45%
% of portfolio
0.34%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding XLE
# of Institutions
2,048Shares Held
239MCall Options Held
47.2MPut Options Held
75.6M-
Bank Of America Corp Charlotte, NC41.1MShares$3.71 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.59 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.07 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$751 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$731 Million0.38% of portfolio