Milestone Advisory Partners Energy Sector Spdr Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Milestone Advisory Partners holds 44,683 shares of XLE stock, worth $3.91 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
44,683
Previous 30,781
45.16%
Holding current value
$3.91 Million
Previous $2.5 Million
61.65%
% of portfolio
3.37%
Previous 2.27%
Shares
11 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.79 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.55 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.3 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$728 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$706 Million0.12% of portfolio