Kfa Private Wealth Group, LLC Energy Sector Spdr Transaction History
Kfa Private Wealth Group, LLC
- $239 Million
- Q4 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 4,987 shares of XLE stock, worth $435,764. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,987
Previous 2,284
118.35%
Holding current value
$435,764
Previous $200,000
113.5%
% of portfolio
0.18%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding XLE
# of Institutions
2,176Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.9 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.56 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.25 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$827 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$776 Million0.12% of portfolio