Litman Gregory Wealth Management LLC Energy Sector Spdr Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 5,085 shares of XLE stock, worth $458,005. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,085
Previous 5,085
-0.0%
Holding current value
$458,005
Previous $446,000
2.47%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,168Shares Held
229MCall Options Held
54.1MPut Options Held
115M-
Bank Of America Corp Charlotte, NC33.2MShares$2.99 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.61 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.28 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$852 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$800 Million0.12% of portfolio