Source Financial Advisors LLC Energy Sector Spdr Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Source Financial Advisors LLC holds 18,586 shares of XLE stock, worth $1.59 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
18,586
Previous 18,761
0.93%
Holding current value
$1.59 Million
Previous $1.71 Million
4.62%
% of portfolio
0.48%
Previous 0.53%
Shares
15 transactions
Others Institutions Holding XLE
# of Institutions
2,172Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.85 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.53 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.22 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$811 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$761 Million0.12% of portfolio