Atlantic Private Wealth, LLC Energy Sector Spdr Transaction History
Atlantic Private Wealth, LLC
- $119 Million
- Q1 2024
A detailed history of Atlantic Private Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 50,437 shares of XLE stock, worth $4.62 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
50,437
Previous 50,334
0.2%
Holding current value
$4.62 Million
Previous $4.22 Million
12.82%
% of portfolio
3.99%
Previous 3.79%
Shares
10 transactions
Others Institutions Holding XLE
# of Institutions
2,029Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.59 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.44 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$920 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$854 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$748 Million0.19% of portfolio