Summit Wealth Group LLC / CO Energy Sector Spdr Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Energy Sector Spdr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 8,696 shares of XLE stock, worth $800,205. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,696Holding current value
$800,205% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,123Shares Held
210MCall Options Held
60.3MPut Options Held
131M-
Bank Of America Corp Charlotte, NC23.3MShares$2.14 Billion0.15% of portfolio
-
Morgan Stanley New York, NY15.3MShares$1.41 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY10.6MShares$973 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$960 Million0.18% of portfolio
-
Jpmorgan Chase & CO New York, NY9.87MShares$908 Million0.06% of portfolio