Strategies Wealth Advisors, LLC Energy Sector Spdr Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 11,175 shares of XLE stock, worth $1.05 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,175
Previous 19,085
41.45%
Holding current value
$1.05 Million
Previous $1.74 Billion
43.6%
% of portfolio
0.13%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding XLE
# of Institutions
2,038Shares Held
235MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.07 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.66 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.4 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$782 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$759 Million0.12% of portfolio