Gerber Kawasaki Wealth & Investment Management Energy Sector Spdr Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$53.01 - $59.14 $33,608 - $37,494	-634 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$45.79 - $54.81 $29,030 - $34,749	634 New	634 $33,000
Q4 2018 Feb 08, 2019	SELL	N/A	-11,159 Closed	0 $0
Q3 2018 Nov 06, 2018	BUY	N/A	536 Added 5.05%	11,159 $856,000
Q2 2018 Aug 03, 2018	BUY	N/A	10,623 New	10,623 $794,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.75 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.53 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.29 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$721 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$700 Million
0.12% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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