Robertson Stephens Wealth Management, LLC Energy Sector Spdr Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 85,932 shares of XLE stock, worth $7.51 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
85,932
Previous 35,913
139.28%
Holding current value
$7.51 Million
Previous $3.15 Million
133.43%
% of portfolio
0.27%
Previous 0.12%
Shares
20 transactions
Others Institutions Holding XLE
# of Institutions
2,176Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.9 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.56 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.25 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$827 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$776 Million0.12% of portfolio