Ipsen Advisor Group LLC Energy Sector Spdr Transaction History
Ipsen Advisor Group LLC
- $131 Billion
- Q2 2025
A detailed history of Ipsen Advisor Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ipsen Advisor Group LLC holds 11,301 shares of XLE stock, worth $959,793. This represents 0.73% of its overall portfolio holdings.
Number of Shares
11,301
Previous 11,188
1.01%
Holding current value
$959,793
Previous $1.05 Billion
8.33%
% of portfolio
0.73%
Previous 0.9%
Shares
4 transactions
Others Institutions Holding XLE
# of Institutions
2,111Shares Held
455MCall Options Held
50.4MPut Options Held
121M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$18.9 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC27.8MShares$2.36 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.39 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.21 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$892 Million0.08% of portfolio