Bourgeon Capital Management LLC Spdr S&P Aerospace & Defense E Transaction History
Bourgeon Capital Management LLC
- $503 Million
- Q1 2024
A detailed history of Bourgeon Capital Management LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 38,652 shares of XAR stock, worth $5.41 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
38,652
Previous 38,672
0.05%
Holding current value
$5.41 Million
Previous $5.24 Million
3.71%
% of portfolio
1.08%
Previous 1.18%
Shares
2 transactions
Others Institutions Holding XAR
# of Institutions
350Shares Held
6.91MCall Options Held
19.7KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC1.04MShares$145 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC788KShares$110 Million0.01% of portfolio
-
Morgan Stanley New York, NY709KShares$99.3 Million0.01% of portfolio
-
Envestnet Asset Management Inc310KShares$43.4 Million0.02% of portfolio
-
Cumberland Advisors Inc165KShares$23.2 Million8.64% of portfolio