Talisman Wealth Advisors LLC Energy Sector Spdr Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,799 shares of XLE stock, worth $240,741. This represents 0.3% of its overall portfolio holdings.
Number of Shares
2,799
Previous 2,821
0.78%
Holding current value
$240,741
Previous $266,000
4.14%
% of portfolio
0.3%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding XLE
# of Institutions
2,062Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.53 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.02 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$715 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$696 Million0.38% of portfolio