Biltmore Wealth Management, LLC Energy Sector Spdr Transaction History
Biltmore Wealth Management, LLC
- $234 Million
- Q1 2025
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 96,205 shares of XLE stock, worth $7.83 Million. This represents 3.79% of its overall portfolio holdings.
Number of Shares
96,205
Previous 96,845
0.66%
Holding current value
$7.83 Million
Previous $8.3 Million
7.2%
% of portfolio
3.79%
Previous 3.47%
Shares
29 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