Strait & Sound Wealth Management LLC Energy Sector Spdr Transaction History
Strait & Sound Wealth Management LLC
- $196 Billion
- Q2 2024
A detailed history of Strait & Sound Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 5,983 shares of XLE stock, worth $560,786. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,983
Previous 5,883
1.7%
Holding current value
$560,786
Previous $575 Million
5.14%
% of portfolio
0.28%
Previous 0.32%
Shares
7 transactions
Others Institutions Holding XLE
# of Institutions
2,047Shares Held
236MCall Options Held
46.9MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.85 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.65 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$780 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$779 Million0.13% of portfolio