Concord Wealth Partners Energy Sector Spdr Transaction History
Concord Wealth Partners
- $559 Million
- Q2 2024
A detailed history of Concord Wealth Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Concord Wealth Partners holds 56 shares of XLE stock, worth $4,879. This represents 0.0% of its overall portfolio holdings.
Number of Shares
56
Previous 56
-0.0%
Holding current value
$4,879
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding XLE
# of Institutions
2,065Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.58 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.03 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$724 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$705 Million0.38% of portfolio