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 $1.35 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
13,972
Previous 13,878
0.68%
Holding current value
$1.35 Million
Previous $1.25 Million
6.62%
% of portfolio
1.68%
Previous 1.99%
Shares
9 transactions
Others Institutions Holding XLE
# of Institutions
2,025Shares Held
235MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.17 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.71 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.44 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$802 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$778 Million0.12% of portfolio