Crestwood Advisors Group LLC Energy Sector Spdr Transaction History
Crestwood Advisors Group LLC
- $4.74 Billion
- Q2 2024
A detailed history of Crestwood Advisors Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 323,620 shares of XLE stock, worth $28.2 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
323,620
Previous 296,771
9.05%
Holding current value
$28.2 Million
Previous $28 Million
5.28%
% of portfolio
0.62%
Previous 0.62%
Shares
12 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