One Ascent Family Office, LLC Energy Sector Spdr Transaction History
One Ascent Family Office, LLC
- $55.1 Million
- Q4 2024
A detailed history of One Ascent Family Office, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, One Ascent Family Office, LLC holds 45,372 shares of XLE stock, worth $4.04 Million. This represents 7.06% of its overall portfolio holdings.
Number of Shares
45,372Holding current value
$4.04 Million% of portfolio
7.06%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,125Shares Held
237MCall Options Held
48MPut Options Held
110M-
Bank Of America Corp Charlotte, NC43.3MShares$3.86 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.58 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA14.9MShares$1.33 Billion0.3% of portfolio
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Goldman Sachs Group Inc New York, NY8.88MShares$791 Million0.12% of portfolio
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Jpmorgan Chase & CO New York, NY7.92MShares$705 Million0.06% of portfolio