Kfa Private Wealth Group, LLC Energy Sector Spdr Transaction History
Kfa Private Wealth Group, LLC
- $322 Million
- Q1 2024
A detailed history of Kfa Private Wealth Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 2,859 shares of XLE stock, worth $260,540. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,859
Previous 2,498
14.45%
Holding current value
$260,540
Previous $209,000
28.71%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,028Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.58 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.43 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$916 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$850 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$745 Million0.19% of portfolio