Fulcrum Equity Management Energy Sector Spdr Transaction History
Fulcrum Equity Management
- $108 Million
- Q2 2024
A detailed history of Fulcrum Equity Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Fulcrum Equity Management holds 9,834 shares of XLE stock, worth $856,541. This represents 0.83% of its overall portfolio holdings.
Number of Shares
9,834
Previous 4,124
138.46%
Holding current value
$856,541
Previous $389,000
130.33%
% of portfolio
0.83%
Previous 0.47%
Shares
17 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$3.58 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.03 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$724 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$705 Million0.38% of portfolio