Grant Private Wealth Management Inc Energy Sector Spdr Transaction History
Grant Private Wealth Management Inc
- $92.7 Billion
- Q1 2025
A detailed history of Grant Private Wealth Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 3,096 shares of XLE stock, worth $252,416. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,096
Previous 3,196
3.13%
Holding current value
$252,416
Previous $274 Million
5.68%
% of portfolio
0.31%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,176Shares Held
230MCall Options Held
50.1MPut Options Held
118M-
Bank Of America Corp Charlotte, NC27.8MShares$2.27 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.16 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$857 Million0.08% of portfolio
-
Ubs Group Ag9.39MShares$765 Million0.17% of portfolio