Avondale Wealth Management Energy Sector Spdr Transaction History
Avondale Wealth Management
- $142 Million
- Q1 2024
A detailed history of Avondale Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Avondale Wealth Management holds 32,175 shares of XLE stock, worth $2.94 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
32,175
Previous 32,933
2.3%
Holding current value
$2.94 Million
Previous $2.76 Million
10.0%
% of portfolio
2.14%
Previous 2.23%
Shares
12 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