Colonial River Wealth Management, LLC Energy Sector Spdr Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 28,014 shares of XLE stock, worth $2.56 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
28,014
Previous 35,987
22.16%
Holding current value
$2.56 Million
Previous $3.02 Million
12.36%
% of portfolio
1.5%
Previous 1.79%
Shares
14 transactions
Others Institutions Holding XLE
# of Institutions
2,029Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.59 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.44 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$920 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$854 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$748 Million0.19% of portfolio