Alterity Financial Group, LLC Energy Sector Spdr Transaction History
Alterity Financial Group, LLC
- $69.9 Million
- Q4 2023
A detailed history of Alterity Financial Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Alterity Financial Group, LLC holds 13,972 shares of XLE stock, worth $1.32 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
13,972
Previous 13,878
0.68%
Holding current value
$1.32 Million
Previous $1.25 Million
6.62%
% of portfolio
1.68%
Previous 1.99%
Shares
9 transactions
Others Institutions Holding XLE
# of Institutions
2,044Shares Held
236MCall Options Held
47MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.87 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.66 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$782 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$762 Million0.38% of portfolio