Leonard Rickey Investment Advisors P.L.L.C. Energy Sector Spdr Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $387 Million
- Q1 2024
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Energy Sector Spdr stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 51,327 shares of XLE stock, worth $4.68 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
51,327
Previous 2,596
1877.16%
Holding current value
$4.68 Million
Previous $217,000
2132.72%
% of portfolio
1.25%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding XLE
# of Institutions
2,028Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.58 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.43 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$916 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$850 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$745 Million0.19% of portfolio