Schmidt P J Investment Management Inc Energy Sector Spdr Transaction History
Schmidt P J Investment Management Inc
- $530 Million
- Q1 2024
A detailed history of Schmidt P J Investment Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 7,217 shares of XLE stock, worth $640,580. This represents 0.13% of its overall portfolio holdings.
Number of Shares
7,217
Previous 7,876
8.37%
Holding current value
$640,580
Previous $660,000
3.18%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,032Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.48 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.39 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$892 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$828 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$726 Million0.19% of portfolio