New Wave Wealth Advisors LLC Energy Sector Spdr Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 4,619 shares of XLE stock, worth $439,359. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,619
Previous 4,619
-0.0%
Holding current value
$439,359
Previous $421 Million
3.68%
% of portfolio
0.19%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,026Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.12 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.68 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.42 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$792 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$768 Million0.12% of portfolio