One Charles Private Wealth Services, LLC Energy Sector Spdr Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 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 5,749 shares of XLE stock, worth $531,380. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,749
Previous 6,728
14.55%
Holding current value
$531,380
Previous $590,000
16.61%
% of portfolio
0.17%
Previous 0.23%
Shares
15 transactions
Others Institutions Holding XLE
# of Institutions
2,178Shares Held
232MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.07 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.65 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.32 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$874 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$821 Million0.12% of portfolio