Summit Financial Consulting LLC Energy Sector Spdr Transaction History
Summit Financial Consulting LLC
- $108 Billion
- Q1 2025
A detailed history of Summit Financial Consulting LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Summit Financial Consulting LLC holds 3,787 shares of XLE stock, worth $308,754. This represents 0.33% of its overall portfolio holdings.
Number of Shares
3,787Holding current value
$308,754% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,177Shares Held
230MCall Options Held
50.1MPut Options Held
118M-
Bank Of America Corp Charlotte, NC27.8MShares$2.27 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.33 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA14.2MShares$1.16 Billion0.31% of portfolio
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Jpmorgan Chase & CO New York, NY10.5MShares$857 Million0.08% of portfolio
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Ubs Group Ag9.39MShares$765 Million0.17% of portfolio