Exencial Wealth Advisors, LLC Energy Sector Spdr Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 2,963 shares of XLE stock, worth $263,825. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,963
Previous 3,559
16.75%
Holding current value
$263,825
Previous $312,000
18.91%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding XLE
# of Institutions
2,125Shares Held
237MCall Options Held
48MPut Options Held
110M-
Bank Of America Corp Charlotte, NC43.3MShares$3.86 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.58 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.33 Billion0.3% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$791 Million0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY7.92MShares$705 Million0.06% of portfolio