Lm Advisors LLC Energy Sector Spdr Transaction History
Lm Advisors LLC
- $555 Million
- Q1 2025
A detailed history of Lm Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 3,020 shares of XLE stock, worth $263,042. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,020
Previous 3,020
-0.0%
Holding current value
$263,042
Previous $259,000
8.88%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,131Shares Held
451MCall Options Held
50.1MPut Options Held
118M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$19.4 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC27.8MShares$2.42 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.42 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.24 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$915 Million0.08% of portfolio