Lake Hills Wealth Management, LLC Energy Sector Spdr Transaction History
Lake Hills Wealth Management, LLC
- $148 Million
- Q1 2025
A detailed history of Lake Hills Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 87,421 shares of XLE stock, worth $7.12 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
87,421
Previous 76,262
14.63%
Holding current value
$7.12 Million
Previous $6.53 Million
23.7%
% of portfolio
5.45%
Previous 4.37%
Shares
8 transactions
Others Institutions Holding XLE
# of Institutions
2,188Shares Held
232MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.71 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$771 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$724 Million0.12% of portfolio