Western Pacific Wealth Management, LP Energy Sector Spdr Transaction History
Western Pacific Wealth Management, LP
- $121 Million
- Q4 2024
A detailed history of Western Pacific Wealth Management, LP transactions in Energy Sector Spdr stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 3,100 shares of XLE stock, worth $286,812. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,100
Previous 3,100
-0.0%
Holding current value
$286,812
Previous $272,000
2.57%
% of portfolio
0.22%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding XLE
# of Institutions
2,179Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.07 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.65 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.32 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$875 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$822 Million0.12% of portfolio