Big Sur Wealth Management LLC Energy Sector Spdr Transaction History
Big Sur Wealth Management LLC
- $356 Million
- Q1 2025
A detailed history of Big Sur Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 41,085 shares of XLE stock, worth $3.34 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
41,085
Previous 41,585
1.2%
Holding current value
$3.34 Million
Previous $3.56 Million
6.6%
% of portfolio
1.07%
Previous 1.04%
Shares
30 transactions
Others Institutions Holding XLE
# of Institutions
2,185Shares Held
232MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.7 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.45 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.16 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$770 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$723 Million0.12% of portfolio