Milestone Asset Management, LLC Energy Sector Spdr Transaction History
Milestone Asset Management, LLC
- $446 Billion
- Q3 2024
A detailed history of Milestone Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 7,986 shares of XLE stock, worth $672,181. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,986
Previous 7,643
4.49%
Holding current value
$672,181
Previous $697 Million
0.65%
% of portfolio
0.16%
Previous 0.17%
Shares
6 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$3.65 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.49 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$701 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$680 Million0.12% of portfolio