Hb Wealth Management, LLC Energy Sector Spdr Transaction History
Hb Wealth Management, LLC
- $12.3 Billion
- Q2 2025
A detailed history of Hb Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 7,296 shares of XLE stock, worth $619,649. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,296
Previous 14,413
49.38%
Holding current value
$619,649
Previous $1.35 Million
54.09%
% of portfolio
0.01%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding XLE
# of Institutions
2,109Shares Held
458MCall Options Held
59.2MPut Options Held
118M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$18.9 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$2.26 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.53 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.25 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.09 Billion0.15% of portfolio