Appleton Partners Inc Energy Sector Spdr Transaction History
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
A detailed history of Appleton Partners Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 253,528 shares of XLE stock, worth $21.5 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
253,528
Previous 238,362
6.36%
Holding current value
$21.5 Million
Previous $21.7 Million
2.45%
% of portfolio
1.64%
Previous 1.67%
Shares
29 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