Dynamic Wealth Strategies, LLC Energy Sector Spdr Transaction History
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,376 shares of XLE stock, worth $110,768. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,376
Previous 2,588
46.83%
Holding current value
$110,768
Previous $221,000
42.08%
% of portfolio
0.11%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,171Shares Held
229MCall Options Held
50.1MPut Options Held
118M-
Bank Of America Corp Charlotte, NC27.8MShares$2.24 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.15 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$846 Million0.08% of portfolio
-
Ubs Group Ag9.39MShares$756 Million0.17% of portfolio