Clarus Wealth Advisors Energy Sector Spdr Transaction History
Clarus Wealth Advisors
- $178 Million
- Q1 2024
A detailed history of Clarus Wealth Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Clarus Wealth Advisors holds 16,276 shares of XLE stock, worth $1.46 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
16,276
Previous 15,929
2.18%
Holding current value
$1.46 Million
Previous $1.34 Million
15.06%
% of portfolio
0.86%
Previous 0.79%
Shares
26 transactions
Others Institutions Holding XLE
# of Institutions
2,031Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.51 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.41 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$900 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$835 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$732 Million0.19% of portfolio