Transparent Wealth Partners LLC Energy Sector Spdr Transaction History
Transparent Wealth Partners LLC
- $136 Million
- Q1 2023
A detailed history of Transparent Wealth Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 21,424 shares of XLE stock, worth $1.87 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
21,424
Previous 20,826
2.87%
Holding current value
$1.87 Million
Previous $1.82 Million
2.58%
% of portfolio
1.3%
Previous 1.43%
Shares
4 transactions
Others Institutions Holding XLE
# of Institutions
2,131Shares Held
450MCall Options Held
50.1MPut Options Held
120M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$19.4 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC27.8MShares$2.42 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.42 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.24 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$915 Million0.08% of portfolio