Private Wealth Management Group, LLC Energy Sector Spdr Transaction History
Private Wealth Management Group, LLC
- $301 Billion
- Q2 2025
A detailed history of Private Wealth Management Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 100 shares of XLE stock, worth $8,891. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 29
244.83%
Holding current value
$8,891
Previous $2.71 Million
212.84%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,113Shares Held
458MCall Options Held
59.2MPut Options Held
118M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$19.8 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$2.37 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.61 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.31 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.14 Billion0.15% of portfolio