Heirloom Wealth Management Energy Sector Spdr Transaction History

Heirloom Wealth Management

$308 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	BUY	$76.09 - $94.08 $2.27 Million - $2.81 Million	29,818 New	29,818 $2.61 Million

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.12 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.68 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.42 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$792 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$768 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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