One Ascent Financial Services LLC Energy Sector Spdr Transaction History

One Ascent Financial Services LLC

$139 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	BUY	$88.04 - $98.08 $825,375 - $919,500	9,375 New	9,375 $855,000

Others Institutions Holding XLE

# of Institutions

2,102

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.84 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.57 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.32 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$737 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$715 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.