Forza Wealth Management, LLC Energy Sector Spdr Transaction History
Forza Wealth Management, LLC
- $218 Billion
- Q3 2024
A detailed history of Forza Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 14,350 shares of XLE stock, worth $1.35 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
14,350
Previous 14,350
-0.0%
Holding current value
$1.35 Million
Previous $1.31 Billion
3.68%
% of portfolio
0.58%
Previous 0.67%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,047Shares Held
236MCall Options Held
46.9MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.87 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.66 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$782 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$762 Million0.38% of portfolio