Kestra Private Wealth Services, LLC Energy Sector Spdr Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 66,458 shares of XLE stock, worth $5.7 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
66,458
Previous 62,638
6.1%
Holding current value
$5.7 Million
Previous $5.5 Million
3.51%
% of portfolio
0.1%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding XLE
# of Institutions
2,172Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.85 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.53 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.22 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$811 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$761 Million0.12% of portfolio