Straight Path Wealth Management Energy Sector Spdr Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Straight Path Wealth Management holds 2,363 shares of XLE stock, worth $219,357. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,363
Previous 2,349
0.6%
Holding current value
$219,357
Previous $206,000
1.94%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,180Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.08 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$878 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$825 Million0.12% of portfolio