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 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,667Holding current value
$1 Million% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,044Shares Held
236MCall Options Held
47MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.87 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.66 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
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Goldman Sachs Group Inc New York, NY8.31MShares$782 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC8.09MShares$762 Million0.38% of portfolio