Coordinated Financial Services, Inc./Co Energy Sector Spdr Transaction History
Coordinated Financial Services, Inc./Co
- $117 Billion
- Q2 2024
A detailed history of Coordinated Financial Services, Inc./Co transactions in Energy Sector Spdr stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 4,921 shares of XLE stock, worth $414,200. This represents 0.38% of its overall portfolio holdings.
Number of Shares
4,921
Previous 5,698
13.64%
Holding current value
$414,200
Previous $538 Million
16.61%
% of portfolio
0.38%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.65 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.49 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$701 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$680 Million0.12% of portfolio