Agate Pass Investment Management, LLC Energy Sector Spdr Transaction History
Agate Pass Investment Management, LLC
- $180 Million
- Q1 2024
A detailed history of Agate Pass Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 8,770 shares of XLE stock, worth $799,210. This represents 0.46% of its overall portfolio holdings.
Number of Shares
8,770
Previous 8,876
1.19%
Holding current value
$799,210
Previous $744,000
11.16%
% of portfolio
0.46%
Previous 0.43%
Shares
10 transactions
Others Institutions Holding XLE
# of Institutions
2,028Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.58 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.43 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$916 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$850 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$745 Million0.19% of portfolio