United Capital Financial Advisers, LLC Energy Sector Spdr Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 57,752 shares of XLE stock, worth $5.29 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
57,752
Previous 65,388
11.68%
Holding current value
$5.29 Million
Previous $5.48 Million
0.55%
% of portfolio
0.05%
Previous 0.05%
Shares
29 transactions
Others Institutions Holding XLE
# of Institutions
2,029Shares Held
239MCall Options Held
53.2MPut Options Held
96.5M-
Bank Of America Corp Charlotte, NC39.2MShares$3.59 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.44 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$920 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$854 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$748 Million0.19% of portfolio