Caliber Wealth Management, LLC / Ks Energy Sector Spdr Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Energy Sector Spdr stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 2,577 shares of XLE stock, worth $207,448. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,577Holding current value
$207,448% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,186Shares Held
231MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.67 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.43 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA14.3MShares$1.15 Billion0.28% of portfolio
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Ubs Group Ag9.46MShares$761 Million0.15% of portfolio
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Goldman Sachs Group Inc New York, NY8.88MShares$715 Million0.12% of portfolio