Frg Family Wealth Advisors LLC Energy Sector Spdr Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 5,900 shares of XLE stock, worth $504,981. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,900
Previous 5,800
1.72%
Holding current value
$504,981
Previous $547,000
1.83%
% of portfolio
0.08%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding XLE
# of Institutions
2,062Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.52 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.01 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$711 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$693 Million0.38% of portfolio