National Wealth Management Group, LLC Energy Sector Spdr Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,639 shares of XLE stock, worth $397,052. This represents 0.32% of its overall portfolio holdings.
Number of Shares
4,639
Previous 5,694
18.53%
Holding current value
$397,052
Previous $538 Million
21.34%
% of portfolio
0.32%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding XLE
# of Institutions
2,062Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.52 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.01 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$711 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$693 Million0.38% of portfolio