Charter Oak Capital Management, LLC Energy Sector Spdr Transaction History
Charter Oak Capital Management, LLC
- $1.07 Billion
- Q3 2024
A detailed history of Charter Oak Capital Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 2,813 shares of XLE stock, worth $237,895. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,813
Previous 2,450
14.82%
Holding current value
$237,895
Previous $223,000
10.31%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.66 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.5 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$704 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$683 Million0.12% of portfolio