Theory Financial LLC Energy Sector Spdr Transaction History
Theory Financial LLC
- $232 Million
- Q4 2024
A detailed history of Theory Financial LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Theory Financial LLC holds 10,908 shares of XLE stock, worth $953,686. This represents 0.4% of its overall portfolio holdings.
Number of Shares
10,908
Previous 47,388
76.98%
Holding current value
$953,686
Previous $4.16 Million
77.55%
% of portfolio
0.4%
Previous 1.6%
Shares
11 transactions
Others Institutions Holding XLE
# of Institutions
2,174Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.9 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.56 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.25 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$827 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$777 Million0.12% of portfolio