Pinnacle Private Wealth, LLC Energy Sector Spdr Transaction History

Pinnacle Private Wealth, LLC

$256 Million
Q2 2022

A detailed history of Pinnacle Private Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 4,912 shares of XLE stock, worth $436,725. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,912

Holding current value

$436,725

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$70.66 - $92.28 $347,081 - $453,279	4,912 New	4,912 $351,000

Others Institutions Holding XLE

# of Institutions

2,113

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

Kingstone Capital Partners Texas, LLC Frisco, TX

223M
Shares

$19.8 Billion
3.11% of portfolio
Bank Of America Corp Charlotte, NC

26.6M
Shares

$2.37 Billion
0.17% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$1.61 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

14.8M
Shares

$1.31 Billion
0.27% of portfolio
Goldman Sachs Group Inc New York, NY

12.8M
Shares

$1.14 Billion
0.15% of portfolio

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Pinnacle Private Wealth, LLC Energy Sector Spdr Transaction History