Affinity Wealth Management LLC Energy Sector Spdr Transaction History
Affinity Wealth Management LLC
- $511 Million
- Q4 2024
A detailed history of Affinity Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Affinity Wealth Management LLC holds 326,418 shares of XLE stock, worth $28.6 Million. This represents 5.47% of its overall portfolio holdings.
Number of Shares
326,418
Previous 324,615
0.56%
Holding current value
$28.6 Million
Previous $28.5 Million
1.9%
% of portfolio
5.47%
Previous 5.6%
Shares
12 transactions
Others Institutions Holding XLE
# of Institutions
2,064Shares Held
234MCall Options Held
45.8MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.8 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.55 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.31 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$729 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$708 Million0.12% of portfolio