Mc Kinley Carter Wealth Services, Inc. Energy Sector Spdr Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.6 Billion
- Q4 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 78,095 shares of XLE stock, worth $7.11 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
78,095
Previous 68,637
13.78%
Holding current value
$7.11 Million
Previous $6.03 Million
11.0%
% of portfolio
0.42%
Previous 0.37%
Shares
18 transactions
Others Institutions Holding XLE
# of Institutions
2,172Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.02 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.62 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.3 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$861 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$808 Million0.12% of portfolio