Wealth Advisors, Inc. Energy Sector Spdr Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Advisors, Inc. holds 6,943 shares of XLE stock, worth $657,710. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,943
Previous 6,360
9.17%
Holding current value
$657,710
Previous $516,000
21.51%
% of portfolio
0.28%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,025Shares Held
235MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$4.1 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.68 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.41 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$788 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$765 Million0.12% of portfolio