Wealthsource Partners, LLC Energy Sector Spdr Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 25,956 shares of XLE stock, worth $2.39 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
25,956
Previous 31,499
17.6%
Holding current value
$2.39 Million
Previous $2.85 Million
23.57%
% of portfolio
0.14%
Previous 0.2%
Shares
28 transactions
Others Institutions Holding XLE
# of Institutions
2,035Shares Held
240MCall Options Held
53.2MPut Options Held
96.6M-
Bank Of America Corp Charlotte, NC39.2MShares$3.62 Billion0.35% of portfolio
-
Morgan Stanley New York, NY15.7MShares$1.45 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10MShares$926 Million0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY9.33MShares$860 Million0.16% of portfolio
-
Ubs Group Ag8.18MShares$754 Million0.19% of portfolio