Phillips Financial Management, LLC Spdr Ser Tr Spdr S&P Oil & Gas Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Spdr Ser Tr Spdr S&P Oil & Gas stock. As of the latest transaction made, Phillips Financial Management, LLC holds 50 shares of XES stock, worth $3,988. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$3,988
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XES
# of Institutions
81Shares Held
595KCall Options Held
44KPut Options Held
25.6K-
Jpmorgan Chase & CO New York, NY162KShares$12.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY78.9KShares$6.3 Million0.0% of portfolio
-
One Plus One Wealth Management, LLC58.2KShares$4.65 Million2.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC32KShares$2.55 Million0.0% of portfolio
-
Ubs Group Ag29KShares$2.32 Million0.0% of portfolio