Pines Wealth Management, LLC Energy Sector Spdr Transaction History
Pines Wealth Management, LLC
- $216 Billion
- Q1 2025
A detailed history of Pines Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pines Wealth Management, LLC holds 21,409 shares of XLE stock, worth $1.75 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
21,409
Previous 20,293
5.5%
Holding current value
$1.75 Million
Previous $1.79 Billion
8.76%
% of portfolio
0.76%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,177Shares Held
230MCall Options Held
50.1MPut Options Held
118M-
Bank Of America Corp Charlotte, NC27.8MShares$2.27 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.16 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$857 Million0.08% of portfolio
-
Ubs Group Ag9.39MShares$765 Million0.17% of portfolio