Prw Wealth Management LLC Energy Sector Spdr Transaction History
Prw Wealth Management LLC
- $263 Million
- Q3 2023
A detailed history of Prw Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Prw Wealth Management LLC holds 66,900 shares of XLE stock, worth $6.03 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
66,900
Previous 50,849
31.57%
Holding current value
$6.03 Million
Previous $4.13 Million
46.52%
% of portfolio
2.3%
Previous 1.11%
Shares
9 transactions
Others Institutions Holding XLE
# of Institutions
2,030Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.42 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$905 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$840 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$737 Million0.19% of portfolio