Grantvest Financial Group LLC Energy Sector Spdr Transaction History
Grantvest Financial Group LLC
- $123 Billion
- Q1 2025
A detailed history of Grantvest Financial Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Grantvest Financial Group LLC holds 3,819 shares of XLE stock, worth $311,363. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,819
Previous 4,296
11.1%
Holding current value
$311,363
Previous $368 Million
3.02%
% of portfolio
0.29%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,177Shares Held
230MCall Options Held
50.1MPut Options Held
118M-
Bank Of America Corp Charlotte, NC27.8MShares$2.27 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.16 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$857 Million0.08% of portfolio
-
Ubs Group Ag9.39MShares$765 Million0.17% of portfolio