Holistic Planning, LLC Energy Sector Spdr Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 10,667 shares of XLE stock, worth $1.04 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,667Holding current value
$1.04 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,025Shares Held
235MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.72 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.45 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$810 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$786 Million0.12% of portfolio