Clifford Swan Investment Counsel LLC Energy Sector Spdr Transaction History
Clifford Swan Investment Counsel LLC
- $2.67 Billion
- Q4 2024
A detailed history of Clifford Swan Investment Counsel LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 2,650 shares of XLE stock, worth $215,683. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,650
Previous 2,650
-0.0%
Holding current value
$215,683
Previous $232,000
2.59%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,189Shares Held
232MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.7 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.45 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.16 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$770 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$723 Million0.12% of portfolio