Concentric Wealth Management, LLC Shell PLC Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 55,991 shares of SHEL stock, worth $3.63 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
55,991
Previous 56,171
0.32%
Holding current value
$3.63 Million
Previous $4.05 Million
8.93%
% of portfolio
0.78%
Previous 1.07%
Shares
11 transactions
Others Institutions Holding SHEL
# of Institutions
1,487Shares Held
308MCall Options Held
8.75MPut Options Held
4.96M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa24.5MShares$1.59 Billion0.67% of portfolio
-
Dimensional Fund Advisors LP Austin, TX22.9MShares$1.49 Billion0.38% of portfolio
-
Eagle Capital Management LLC New York, NY15.1MShares$982 Million3.86% of portfolio
-
Morgan Stanley New York, NY11.4MShares$742 Million0.06% of portfolio
-
Orbis Allan Gray LTD Hamilton, D09.82MShares$638 Million4.17% of portfolio
About Shell plc
- Ticker SHEL
- Exchange OTC
- Sector Energy
- Industry Oil & Gas Integrated
- Shares Outstandng 3,560,539,904
- Market Cap $231B
- Description
- Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids;...