Optivise Advisory Services LLC Energy Sector Spdr Transaction History

Optivise Advisory Services LLC

$186 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Nov 14, 2024	BUY	$88.04 - $98.08 $306,291 - $341,220	3,479 New	3,479 $317 Million

Others Institutions Holding XLE

# of Institutions

2,141

Shares Held

235M

Call Options Held

50.7M

Put Options Held

108M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.89 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.59 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.3M
Shares

$1.28 Billion
0.28% of portfolio
Goldman Sachs Group Inc New York, NY

8.88M
Shares

$797 Million
0.12% of portfolio
Jpmorgan Chase & CO New York, NY

7.92M
Shares

$710 Million
0.06% of portfolio

About ENERGY SECTOR SPDR

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