Congress Wealth Management LLC Energy Sector Spdr Transaction History
Congress Wealth Management LLC
- $6.94 Billion
- Q4 2024
A detailed history of Congress Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 487,670 shares of XLE stock, worth $43.4 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
487,670
Previous 492,624
1.01%
Holding current value
$43.4 Million
Previous $43.3 Million
3.42%
% of portfolio
0.6%
Previous 0.6%
Shares
13 transactions
Others Institutions Holding XLE
# of Institutions
2,125Shares Held
237MCall Options Held
48MPut Options Held
110M-
Bank Of America Corp Charlotte, NC43.3MShares$3.86 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.58 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.33 Billion0.3% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$791 Million0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY7.92MShares$705 Million0.06% of portfolio