Pb Mares Wealth Management LLC Energy Sector Spdr Transaction History
Pb Mares Wealth Management LLC
- $380 Million
- Q1 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 3,631 shares of XLE stock, worth $332,345. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,631
Previous 3,845
5.57%
Holding current value
$332,345
Previous $322,000
6.21%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding XLE
# of Institutions
2,029Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.59 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.44 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$920 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$854 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$748 Million0.19% of portfolio