Jpl Wealth Management, LLC Energy Sector Spdr Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 2024
A detailed history of Jpl Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 3,073 shares of XLE stock, worth $270,393. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,073
Previous 3,424
10.25%
Holding current value
$270,393
Previous $323 Million
13.35%
% of portfolio
0.14%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,044Shares Held
237MCall Options Held
47.3MPut Options Held
75.6M-
Bank Of America Corp Charlotte, NC41.1MShares$3.62 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.04 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$731 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$712 Million0.38% of portfolio