Aj Wealth Strategies, LLC Energy Sector Spdr Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 380,509 shares of XLE stock, worth $32.2 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
380,509
Previous 10,629
3479.91%
Holding current value
$32.2 Million
Previous $880,000
3409.66%
% of portfolio
1.49%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.67 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.5 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$705 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$684 Million0.12% of portfolio