Principia Wealth Advisory, LLC Energy Sector Spdr Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 10 shares of XLE stock, worth $924. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10
Previous 0
Infinity%
Holding current value
$924
Previous $43,000
1816.28%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,188Shares Held
232MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.07 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.65 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.32 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$874 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$821 Million0.12% of portfolio