Avitas Wealth Management LLC Energy Sector Spdr Transaction History
Avitas Wealth Management LLC
- $708 Million
- Q4 2024
A detailed history of Avitas Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Avitas Wealth Management LLC holds 8,243 shares of XLE stock, worth $749,535. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,243
Previous 8,699
5.24%
Holding current value
$749,535
Previous $763,000
7.47%
% of portfolio
0.1%
Previous 0.11%
Shares
18 transactions
Others Institutions Holding XLE
# of Institutions
2,172Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.02 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.62 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.3 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$860 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$808 Million0.12% of portfolio