Legend Financial Advisors, Inc. Energy Sector Spdr Transaction History
Legend Financial Advisors, Inc.
- $151 Billion
- Q2 2025
A detailed history of Legend Financial Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 19,457 shares of XLE stock, worth $1.69 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
19,457
Previous 18,755
3.74%
Holding current value
$1.69 Million
Previous $1.75 Billion
5.85%
% of portfolio
1.1%
Previous 1.29%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,131Shares Held
451MCall Options Held
50.1MPut Options Held
118M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$19.4 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC27.8MShares$2.42 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.42 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.24 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$915 Million0.08% of portfolio