Towerpoint Wealth, LLC Energy Sector Spdr Transaction History
Towerpoint Wealth, LLC
- $198 Million
- Q1 2025
A detailed history of Towerpoint Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 5,132 shares of XLE stock, worth $422,825. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,132
Previous 5,122
0.2%
Holding current value
$422,825
Previous $438,000
8.22%
% of portfolio
0.24%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding XLE
# of Institutions
2,186Shares Held
232MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.74 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.47 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.18 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$779 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$732 Million0.12% of portfolio