Selective Wealth Management, Inc. Energy Sector Spdr Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 5,565 shares of XLE stock, worth $487,716. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,565
Previous 5,574
0.16%
Holding current value
$487,716
Previous $489,000
2.66%
% of portfolio
0.19%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding XLE
# of Institutions
2,064Shares Held
234MCall Options Held
45.8MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.8 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.55 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.31 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$729 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$708 Million0.12% of portfolio