Phillips Financial Management, LLC Spdr Ser Tr Spdr S&P Oil & Gas Transaction History
Phillips Financial Management, LLC
- $1.24 Billion
- Q1 2025
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 $2,998. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$2,998
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XES
# of Institutions
83Shares Held
843KCall Options Held
14.4KPut Options Held
22.6K-
Bank Of America Corp Charlotte, NC169KShares$10.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY85.6KShares$5.13 Million0.0% of portfolio
-
One Plus One Wealth Management, LLC62KShares$3.72 Million3.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC53.7KShares$3.22 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA51.8KShares$3.1 Million0.0% of portfolio