Biltmore Wealth Management, LLC Energy Sector Spdr Transaction History
Biltmore Wealth Management, LLC
- $239 Million
- Q4 2024
A detailed history of Biltmore Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 96,845 shares of XLE stock, worth $8.95 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
96,845
Previous 96,099
0.78%
Holding current value
$8.95 Million
Previous $8.44 Million
1.68%
% of portfolio
3.47%
Previous 3.49%
Shares
28 transactions
Others Institutions Holding XLE
# of Institutions
2,178Shares Held
232MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.07 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.65 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.32 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$874 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$821 Million0.12% of portfolio