Strait & Sound Wealth Management LLC Energy Sector Spdr Transaction History
Strait & Sound Wealth Management LLC
- $206 Billion
- Q3 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 5,959 shares of XLE stock, worth $574,090. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,959
Previous 5,983
0.4%
Holding current value
$574,090
Previous $545 Million
4.06%
% of portfolio
0.25%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding XLE
# of Institutions
2,025Shares Held
235MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.17 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.71 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.44 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$802 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$778 Million0.12% of portfolio