Boyd Wealth Management, LLC Energy Sector Spdr Transaction History

Boyd Wealth Management, LLC

$197 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	BUY	$57.22 - $78.75 $171,660 - $236,250	3,000 New	3,000 $229,000

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.17 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.71 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.44 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$802 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$778 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Boyd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boyd Wealth Management, LLC with notifications on news.