Traverso Chambers Private Wealth Management, LLC Energy Sector Spdr Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 18,275 shares of XLE stock, worth $1.7 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
18,275
Previous 18,268
0.04%
Holding current value
$1.7 Million
Previous $1.65 Million
7.21%
% of portfolio
0.37%
Previous 0.44%
Shares
16 transactions
Others Institutions Holding XLE
# of Institutions
2,059Shares Held
241MCall Options Held
47.3MPut Options Held
75.6M-
Bank Of America Corp Charlotte, NC41.1MShares$3.83 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.64 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.1 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$774 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$754 Million0.38% of portfolio