Forza Wealth Management, LLC Energy Sector Spdr Transaction History
Forza Wealth Management, LLC
- $219 Billion
- Q4 2024
A detailed history of Forza Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 14,350 shares of XLE stock, worth $1.28 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
14,350
Previous 14,350
-0.0%
Holding current value
$1.28 Million
Previous $1.26 Billion
2.44%
% of portfolio
0.56%
Previous 0.58%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,171Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.96 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.59 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.27 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$843 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$792 Million0.12% of portfolio