Fulcrum Equity Management Energy Sector Spdr Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
A detailed history of Fulcrum Equity Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Fulcrum Equity Management holds 5,205 shares of XLE stock, worth $467,200. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,205
Previous 9,834
47.07%
Holding current value
$467,200
Previous $896,000
49.11%
% of portfolio
0.4%
Previous 0.83%
Shares
18 transactions
Others Institutions Holding XLE
# of Institutions
2,178Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.98 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.6 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.28 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$849 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$797 Million0.12% of portfolio