Lakeridge Wealth Management LLC Energy Sector Spdr Transaction History
Lakeridge Wealth Management LLC
- $182 Billion
- Q3 2024
A detailed history of Lakeridge Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,380 shares of XLE stock, worth $224,100. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,380
Previous 2,357
0.98%
Holding current value
$224,100
Previous $215 Million
2.71%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,047Shares Held
236MCall Options Held
46.9MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.87 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.66 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$782 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$762 Million0.38% of portfolio