Lewis Asset Management, LLC Energy Sector Spdr Transaction History
Lewis Asset Management, LLC
- $131 Billion
- Q2 2024
A detailed history of Lewis Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lewis Asset Management, LLC holds 5,003 shares of XLE stock, worth $430,308. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,003
Previous 4,728
5.82%
Holding current value
$430,308
Previous $446 Million
2.15%
% of portfolio
0.35%
Previous 0.37%
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