Stonebridge Financial Planning Group, LLC Energy Sector Spdr Transaction History
Stonebridge Financial Planning Group, LLC
- $181 Million
- Q1 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 11,159 shares of XLE stock, worth $1.02 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
11,159
Previous 13,757
18.88%
Holding current value
$1.02 Million
Previous $1.15 Million
8.67%
% of portfolio
0.58%
Previous 0.68%
Shares
13 transactions
Others Institutions Holding XLE
# of Institutions
2,029Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.59 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.44 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$920 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$854 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$748 Million0.19% of portfolio