Harrison & CO Wealth Management, LLC Energy Sector Spdr Transaction History
Harrison & CO Wealth Management, LLC
- $103 Million
- Q4 2022
A detailed history of Harrison & CO Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 20,289 shares of XLE stock, worth $1.91 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
20,289
Previous 20,499
1.02%
Holding current value
$1.91 Million
Previous $1.48 Million
20.19%
% of portfolio
1.73%
Previous 1.57%
Shares
5 transactions
Others Institutions Holding XLE
# of Institutions
2,044Shares Held
236MCall Options Held
47MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.87 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.66 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$782 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$762 Million0.38% of portfolio