Blue Zone Wealth Advisors, LLC Energy Sector Spdr Transaction History
Blue Zone Wealth Advisors, LLC
- $273 Million
- Q2 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 4,048 shares of XLE stock, worth $346,468. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,048Holding current value
$346,468% of portfolio
0.13%Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,062Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.52 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.01 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$711 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$693 Million0.38% of portfolio