Modern Wealth Management, LLC Energy Sector Spdr Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 305,416 shares of XLE stock, worth $27.8 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
305,416
Previous 15,066
1927.19%
Holding current value
$27.8 Million
Previous $1.32 Billion
1989.75%
% of portfolio
0.97%
Previous 0.08%
Shares
5 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