Jupiter Wealth Management LLC Energy Sector Spdr Transaction History
Jupiter Wealth Management LLC
- $212 Million
- Q2 2024
A detailed history of Jupiter Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 62,541 shares of XLE stock, worth $5.45 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
62,541
Previous 67,243
6.99%
Holding current value
$5.45 Million
Previous $6.35 Million
10.21%
% of portfolio
2.69%
Previous 3.53%
Shares
5 transactions
Others Institutions Holding XLE
# of Institutions
2,062Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.58 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.03 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$724 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$705 Million0.38% of portfolio