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 $43.9 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
487,670
Previous 492,624
1.01%
Holding current value
$43.9 Million
Previous $43.3 Million
3.42%
% of portfolio
0.6%
Previous 0.6%
Shares
13 transactions
Others Institutions Holding XLE
# of Institutions
2,168Shares Held
229MCall Options Held
54.1MPut Options Held
115M-
Bank Of America Corp Charlotte, NC33.2MShares$2.99 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.61 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.28 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$852 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$800 Million0.12% of portfolio