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 $4.01 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
44,683
Previous 30,781
45.16%
Holding current value
$4.01 Million
Previous $2.5 Million
61.65%
% of portfolio
3.37%
Previous 2.27%
Shares
11 transactions
Others Institutions Holding XLE
# of Institutions
2,179Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.98 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.6 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.28 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$849 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$797 Million0.12% of portfolio