Cardinal Point Wealth Management Partners, LLC Energy Sector Spdr Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 4,626 shares of XLE stock, worth $416,663. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,626Holding current value
$416,663% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,168Shares Held
229MCall Options Held
54.1MPut Options Held
115M-
Bank Of America Corp Charlotte, NC33.2MShares$2.99 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.61 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.28 Billion0.28% of portfolio
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Ubs Group Ag9.46MShares$852 Million0.15% of portfolio
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Goldman Sachs Group Inc New York, NY8.88MShares$800 Million0.12% of portfolio