Lakeridge Wealth Management LLC Energy Sector Spdr Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,380 shares of XLE stock, worth $226,385. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,380
Previous 2,357
0.98%
Holding current value
$226,385
Previous $215 Million
2.71%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,026Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.12 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.68 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.42 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$792 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$768 Million0.12% of portfolio