Roundview Capital LLC Energy Sector Spdr Transaction History
Roundview Capital LLC
- $1.35 Billion
- Q3 2024
A detailed history of Roundview Capital LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Roundview Capital LLC holds 58,127 shares of XLE stock, worth $4.89 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
58,127
Previous 58,182
0.09%
Holding current value
$4.89 Million
Previous $5.3 Million
3.77%
% of portfolio
0.38%
Previous 0.43%
Shares
30 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.65 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.49 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$701 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$680 Million0.12% of portfolio