Asset Allocation Strategies LLC Energy Sector Spdr Transaction History
Asset Allocation Strategies LLC
- $351 Billion
- Q3 2024
A detailed history of Asset Allocation Strategies LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 35,842 shares of XLE stock, worth $3.31 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
35,842
Previous 60,758
41.01%
Holding current value
$3.31 Million
Previous $5.54 Billion
43.18%
% of portfolio
0.9%
Previous 1.86%
Shares
7 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