Selective Wealth Management, Inc. Energy Sector Spdr Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 5,565 shares of XLE stock, worth $496,008. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,565
Previous 5,574
0.16%
Holding current value
$496,008
Previous $489,000
2.66%
% of portfolio
0.19%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding XLE
# of Institutions
2,172Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.96 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.59 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.27 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$843 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$792 Million0.12% of portfolio