Unique Wealth Strategies, LLC Energy Sector Spdr Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 5,112 shares of XLE stock, worth $470,406. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,112
Previous 5,112
-0.0%
Holding current value
$470,406
Previous $483 Million
-0.0%
% of portfolio
0.23%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,122Shares Held
210MCall Options Held
60.3MPut Options Held
131M-
Bank Of America Corp Charlotte, NC23.3MShares$2.14 Billion0.15% of portfolio
-
Morgan Stanley New York, NY15.3MShares$1.41 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY10.6MShares$973 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$960 Million0.18% of portfolio
-
Jpmorgan Chase & CO New York, NY9.87MShares$908 Million0.06% of portfolio