One Charles Private Wealth Services, LLC Energy Sector Spdr Transaction History
One Charles Private Wealth Services, LLC
- $236 Million
- Q2 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 6,404 shares of XLE stock, worth $558,044. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,404
Previous 5,680
12.75%
Holding current value
$558,044
Previous $536,000
8.77%
% of portfolio
0.25%
Previous 0.24%
Shares
13 transactions
Others Institutions Holding XLE
# of Institutions
2,065Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.58 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.03 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$724 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$705 Million0.38% of portfolio