Key Client Fiduciary Advisors, LLC Energy Sector Spdr Transaction History
Key Client Fiduciary Advisors, LLC
- $203 Million
- Q4 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 4,207 shares of XLE stock, worth $384,267. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,207
Previous 4,181
0.62%
Holding current value
$384,267
Previous $367,000
1.91%
% of portfolio
0.18%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding XLE
# of Institutions
2,179Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.03 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.63 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.3 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$864 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$811 Million0.12% of portfolio