Worth Financial Advisory Group, LLC Energy Sector Spdr Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 8,116 shares of XLE stock, worth $737,987. This represents 0.43% of its overall portfolio holdings.
Number of Shares
8,116
Previous 8,066
0.62%
Holding current value
$737,987
Previous $708 Million
1.83%
% of portfolio
0.43%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding XLE
# of Institutions
2,172Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.02 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.62 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.3 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$860 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$808 Million0.12% of portfolio