Hcr Wealth Advisors Energy Sector Spdr Transaction History
Hcr Wealth Advisors
- $789 Million
- Q4 2024
A detailed history of Hcr Wealth Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Hcr Wealth Advisors holds 10,011 shares of XLE stock, worth $874,761. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,011
Previous 11,637
13.97%
Holding current value
$874,761
Previous $1.02 Million
16.06%
% of portfolio
0.11%
Previous 0.13%
Shares
30 transactions
Others Institutions Holding XLE
# of Institutions
2,176Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.9 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.56 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.25 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$827 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$776 Million0.12% of portfolio