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 $391,220. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,626Holding current value
$391,220% of portfolio
0.12%Shares
1 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$3.66 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
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Jpmorgan Chase & CO New York, NY8.32MShares$704 Million0.06% of portfolio
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Goldman Sachs Group Inc New York, NY8.08MShares$683 Million0.12% of portfolio