One Ascent Family Office, LLC Energy Sector Spdr Transaction History
One Ascent Family Office, LLC
- $55.1 Million
- Q4 2024
A detailed history of One Ascent Family Office, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, One Ascent Family Office, LLC holds 45,372 shares of XLE stock, worth $4.07 Million. This represents 7.06% of its overall portfolio holdings.
Number of Shares
45,372Holding current value
$4.07 Million% of portfolio
7.06%Shares
1 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