Precedent Wealth Partners, LLC Energy Sector Spdr Transaction History
Precedent Wealth Partners, LLC
- $248 Billion
- Q2 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 24,953 shares of XLE stock, worth $2.14 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
24,953Holding current value
$2.14 Million% of portfolio
0.92%Shares
1 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$3.52 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.01 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$711 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$693 Million0.38% of portfolio