Capital Advisors Wealth Management, LLC Energy Sector Spdr Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 70,003 shares of XLE stock, worth $6.35 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
70,003
Previous 67,504
3.7%
Holding current value
$6.35 Million
Previous $6.37 Million
0.11%
% of portfolio
1.27%
Previous 1.32%
Shares
14 transactions
Others Institutions Holding XLE
# of Institutions
2,063Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.07 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$754 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$734 Million0.38% of portfolio