Connectus Wealth, LLC Energy Sector Spdr Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Connectus Wealth, LLC holds 92,234 shares of XLE stock, worth $8.31 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
92,234
Previous 94,314
2.21%
Holding current value
$8.31 Million
Previous $7.91 Million
10.12%
% of portfolio
0.2%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,030Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.42 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$905 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$840 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$737 Million0.19% of portfolio