Lake Point Wealth Management Energy Sector Spdr Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Lake Point Wealth Management holds 964 shares of XLE stock, worth $83,964. This represents 0.04% of its overall portfolio holdings.
Number of Shares
964
Previous 951
1.37%
Holding current value
$83,964
Previous $73,000
5.48%
% of portfolio
0.04%
Previous 0.03%
Shares
6 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