Precedent Wealth Partners, LLC Energy Sector Spdr Transaction History

Precedent Wealth Partners, LLC

$303 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	$88.04 - $98.08 $2.2 Million - $2.45 Million	24,953 New	24,953 $2.27 Billion

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.12 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.68 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.42 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$792 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$768 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Precedent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.