New Edge Wealth, LLC Energy Sector Spdr Transaction History
New Edge Wealth, LLC
- $4.55 Billion
- Q1 2024
A detailed history of New Edge Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, New Edge Wealth, LLC holds 47,226 shares of XLE stock, worth $4.26 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
47,226
Previous 108,430
56.45%
Holding current value
$4.26 Million
Previous $9.09 Million
50.96%
% of portfolio
0.1%
Previous 0.24%
Shares
14 transactions
Others Institutions Holding XLE
# of Institutions
2,030Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.42 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$905 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$840 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$737 Million0.19% of portfolio