Optimum Investment Advisors Energy Sector Spdr Transaction History
Optimum Investment Advisors
- $227 Million
- Q3 2024
A detailed history of Optimum Investment Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Optimum Investment Advisors holds 4,108 shares of XLE stock, worth $347,701. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,108
Previous 4,217
2.58%
Holding current value
$347,701
Previous $384,000
6.25%
% of portfolio
0.16%
Previous 0.17%
Shares
28 transactions
Others Institutions Holding XLE
# of Institutions
2,027Shares Held
236MCall Options Held
45.7MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.67 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.5 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.26 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$705 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$684 Million0.12% of portfolio