Pds Planning, Inc Energy Sector Spdr Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Pds Planning, Inc holds 8,495 shares of XLE stock, worth $747,729. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,495

Holding current value

$747,729

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	BUY	$84.35 - $93.39 $716,553 - $793,348	8,495 New	8,495 $745,000

Others Institutions Holding XLE

# of Institutions

2,046

Shares Held

238M

Call Options Held

47.3M

Put Options Held

75.6M

Bank Of America Corp Charlotte, NC

41.1M
Shares

$3.62 Billion
0.34% of portfolio
Morgan Stanley New York, NY

17.6M
Shares

$1.55 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

11.8M
Shares

$1.04 Billion
0.26% of portfolio
Goldman Sachs Group Inc New York, NY

8.31M
Shares

$731 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$712 Million
0.38% of portfolio

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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