Cyndeo Wealth Partners, LLC Energy Sector Spdr Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 4,148 shares of XLE stock, worth $383,150. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,148
Previous 4,311
3.78%
Holding current value
$383,150
Previous $361,000
8.31%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,033Shares Held
240MCall Options Held
53.2MPut Options Held
96.6M-
Bank Of America Corp Charlotte, NC39.2MShares$3.62 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.45 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$928 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$861 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$755 Million0.19% of portfolio