Pb Mares Wealth Management LLC Energy Sector Spdr Transaction History
Pb Mares Wealth Management LLC
- $483 Million
- Q4 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,271 shares of XLE stock, worth $280,324. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,271
Previous 3,167
3.28%
Holding current value
$280,324
Previous $278,000
0.72%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding XLE
# of Institutions
2,174Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.85 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.53 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.22 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$811 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$761 Million0.12% of portfolio