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 $497,244. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,112
Previous 5,112
-0.0%
Holding current value
$497,244
Previous $483 Million
-0.0%
% of portfolio
0.23%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,026Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.21 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.72 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.45 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$810 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$786 Million0.12% of portfolio