Wj Wealth Management, LLC Energy Sector Spdr Transaction History
Wj Wealth Management, LLC
- $245 Million
- Q1 2025
A detailed history of Wj Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wj Wealth Management, LLC holds 12,113 shares of XLE stock, worth $997,990. This represents 0.46% of its overall portfolio holdings.
Number of Shares
12,113
Previous 13,803
12.24%
Holding current value
$997,990
Previous $1.18 Million
4.31%
% of portfolio
0.46%
Previous 0.44%
Shares
15 transactions
Others Institutions Holding XLE
# of Institutions
2,182Shares Held
232MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.74 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.47 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.18 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$779 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$732 Million0.12% of portfolio