Unique Wealth Strategies, LLC Energy Sector Spdr Transaction History
Unique Wealth Strategies, LLC
- $213 Billion
- Q2 2024
A detailed history of Unique Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Unique Wealth Strategies, LLC holds 5,112 shares of XLE stock, worth $455,632. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,112
Previous 5,112
-0.0%
Holding current value
$455,632
Previous $483 Million
-0.0%
% of portfolio
0.23%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,171Shares 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