Tennessee Valley Asset Management Partners Energy Sector Spdr Transaction History

Tennessee Valley Asset Management Partners

$610 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$81.2 - $91.96 $132,274 - $149,802	1,629 New	1,629 $136,000
Q4 2022 Jan 12, 2023	BUY	$76.09 - $94.08 $249,270 - $308,206	3,276 Added 76.24%	7,573 $0
Q3 2022 Oct 13, 2022	BUY	$67.49 - $84.09 $290,004 - $361,334	4,297 New	4,297 $309,000

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.21 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.72 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.45 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$810 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$786 Million
0.12% of portfolio

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