Moulton Wealth Management, Inc Energy Sector Spdr Transaction History
Moulton Wealth Management, Inc
- $137 Million
- Q3 2025
A detailed history of Moulton Wealth Management, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 8,428 shares of XLE stock, worth $749,839. This represents 0.55% of its overall portfolio holdings.
Number of Shares
8,428
Previous 7,882
6.93%
Holding current value
$749,839
Previous $668,000
12.57%
% of portfolio
0.55%
Previous 0.51%
Shares
13 transactions
Others Institutions Holding XLE
# of Institutions
2,118Shares Held
458MCall Options Held
59.2MPut Options Held
118M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$19.8 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$2.37 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.61 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.31 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.14 Billion0.15% of portfolio