Circle Wealth Management, LLC Energy Sector Spdr Transaction History
Circle Wealth Management, LLC
- $4.34 Billion
- Q2 2024
A detailed history of Circle Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Circle Wealth Management, LLC holds 7,706 shares of XLE stock, worth $718,199. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,706
Previous 7,680
0.34%
Holding current value
$718,199
Previous $725,000
3.17%
% of portfolio
0.02%
Previous 0.02%
Shares
7 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$3.83 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.64 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.1 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$774 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$754 Million0.38% of portfolio