Frg Family Wealth Advisors LLC Energy Sector Spdr Transaction History
Frg Family Wealth Advisors LLC
- $545 Million
- Q3 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 6,080 shares of XLE stock, worth $511,753. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,080
Previous 5,900
3.05%
Holding current value
$511,753
Previous $537,000
0.74%
% of portfolio
0.1%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.65 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.49 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$701 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$680 Million0.12% of portfolio