Shepherd Financial Partners LLC Energy Sector Spdr Transaction History
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
A detailed history of Shepherd Financial Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 5,090 shares of XLE stock, worth $450,770. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,090
Previous 5,090
-0.0%
Holding current value
$450,770
Previous $446,000
2.24%
% of portfolio
0.05%
Previous 0.05%
Shares
24 transactions
Others Institutions Holding XLE
# of Institutions
2,096Shares Held
236MCall Options Held
45.8MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.84 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.57 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$737 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$715 Million0.12% of portfolio