High Mark Wealth Management LLC Energy Sector Spdr Transaction History
High Mark Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of High Mark Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, High Mark Wealth Management LLC holds 868 shares of XLE stock, worth $75,602. This represents 0.05% of its overall portfolio holdings.
Number of Shares
868
Previous 1,086
20.07%
Holding current value
$75,602
Previous $102,000
22.55%
% of portfolio
0.05%
Previous 0.06%
Shares
19 transactions
Others Institutions Holding XLE
# of Institutions
2,062Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.58 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.03 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$724 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$705 Million0.38% of portfolio