Partnership Wealth Management, LLC Energy Sector Spdr Transaction History
Partnership Wealth Management, LLC
- $120 Billion
- Q4 2024
A detailed history of Partnership Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 15,440 shares of XLE stock, worth $1.36 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
15,440Holding current value
$1.36 Million% of portfolio
1.1%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,028Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.83 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.56 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA14.9MShares$1.32 Billion0.3% of portfolio
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Jpmorgan Chase & CO New York, NY8.32MShares$736 Million0.06% of portfolio
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Goldman Sachs Group Inc New York, NY8.08MShares$714 Million0.12% of portfolio