Altium Wealth Management LLC Energy Sector Spdr Transaction History
Altium Wealth Management LLC
- $1.39 Billion
- Q2 2022
A detailed history of Altium Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Altium Wealth Management LLC holds 11,918 shares of XLE stock, worth $1.1 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,918
Previous 13,221
9.86%
Holding current value
$1.1 Million
Previous $1.01 Million
15.73%
% of portfolio
0.06%
Previous 0.07%
Shares
8 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$874 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$821 Million0.12% of portfolio