Unique Wealth Strategies, LLC Energy Sector Spdr Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 5,112 shares of XLE stock, worth $458,597. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,112
Previous 5,112
-0.0%
Holding current value
$458,597
Previous $483 Million
-0.0%
% of portfolio
0.23%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,141Shares Held
235MCall Options Held
50.7MPut Options Held
108M-
Bank Of America Corp Charlotte, NC43.3MShares$3.89 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.59 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.28 Billion0.28% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$797 Million0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY7.92MShares$710 Million0.06% of portfolio