Centric Wealth Management Energy Sector Spdr Transaction History
Centric Wealth Management
- $350 Million
- Q4 2024
A detailed history of Centric Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Centric Wealth Management holds 8,675 shares of XLE stock, worth $813,541. This represents 0.21% of its overall portfolio holdings.
Number of Shares
8,675
Previous 4,531
91.46%
Holding current value
$813,541
Previous $397,000
87.15%
% of portfolio
0.21%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding XLE
# of Institutions
2,179Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.12 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.67 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.34 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$887 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$833 Million0.12% of portfolio