Continuum Wealth Advisors, LLC Energy Sector Spdr Transaction History
Continuum Wealth Advisors, LLC
- $155 Million
- Q1 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 2,217 shares of XLE stock, worth $178,468. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,217Holding current value
$178,468% of portfolio
0.13%Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,186Shares Held
229MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.67 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.43 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.15 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$761 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$715 Million0.12% of portfolio