Align Wealth Management, LLC Energy Sector Spdr Transaction History

Align Wealth Management, LLC

$118 Billion
Q4 2022

A detailed history of Align Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Align Wealth Management, LLC holds 345 shares of XLE stock, worth $30,894. This represents 0.02% of its overall portfolio holdings.

Number of Shares

345

Holding current value

$30,894

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 09, 2023	BUY	$82.68 - $94.08 $28,524 - $32,457	345 New	345 $24.8 Million

Others Institutions Holding XLE

# of Institutions

2,031

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

Bank Of America Corp Charlotte, NC

39.2M
Shares

$3.51 Billion
0.35% of portfolio
Morgan Stanley New York, NY

15.7M
Shares

$1.41 Billion
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

10M
Shares

$900 Million
0.23% of portfolio
Goldman Sachs Group Inc New York, NY

9.33M
Shares

$835 Million
0.16% of portfolio
Ubs Group Ag

8.18M
Shares

$732 Million
0.19% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Align Wealth Management, LLC Energy Sector Spdr Transaction History