Cwc Advisors, Llc. Energy Sector Spdr Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Cwc Advisors, Llc. holds 27,993 shares of XLE stock, worth $2.45 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

27,993

Holding current value

$2.45 Million

% of portfolio

2.43%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$84.35 - $93.39 $2.36 Million - $2.61 Million	27,993 New	27,993 $2.46 Billion

Others Institutions Holding XLE

# of Institutions

2,064

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.8 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.55 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.31 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$729 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$708 Million
0.12% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwc Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Cwc Advisors, Llc. with notifications on news.

Account