Legacy Wealth Planning, LLC Energy Sector Spdr Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	BUY	$70.66 - $92.28 $964,509 - $1.26 Million	13,650 New	13,650 $976,000

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.79 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.55 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.3 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$728 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$706 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
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