Phillips Financial Management, LLC Energy Sector Spdr Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,456 shares of XLE stock, worth $132,088. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,456
Previous 1,456
-0.0%
Holding current value
$132,088
Previous $137,000
3.65%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,065Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.07 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$754 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$734 Million0.38% of portfolio