Institutional & Family Asset Management, LLC Energy Sector Spdr Transaction History
Institutional & Family Asset Management, LLC
- $846 Million
- Q2 2024
A detailed history of Institutional & Family Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 25,675 shares of XLE stock, worth $2.32 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
25,675
Previous 6,084
322.01%
Holding current value
$2.32 Million
Previous $574,000
307.67%
% of portfolio
0.28%
Previous 0.07%
Shares
22 transactions
Others Institutions Holding XLE
# of Institutions
2,034Shares Held
240MCall Options Held
53.2MPut Options Held
96.6M-
Bank Of America Corp Charlotte, NC39.2MShares$3.54 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.42 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$908 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$842 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$739 Million0.19% of portfolio