Schmidt P J Investment Management Inc Energy Sector Spdr Transaction History
Schmidt P J Investment Management Inc
- $563 Million
- Q4 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 7,649 shares of XLE stock, worth $706,997. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,649
Previous 7,863
2.72%
Holding current value
$706,997
Previous $690,000
5.07%
% of portfolio
0.12%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding XLE
# of Institutions
2,178Shares Held
232MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.07 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.65 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.32 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$874 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$821 Million0.12% of portfolio