Wealth Advisors, Inc. Energy Sector Spdr Transaction History
Wealth Advisors, Inc.
- $223 Million
- Q3 2023
A detailed history of Wealth Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Advisors, Inc. holds 6,943 shares of XLE stock, worth $623,203. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,943
Previous 6,360
9.17%
Holding current value
$623,203
Previous $516,000
21.51%
% of portfolio
0.28%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding XLE
# of Institutions
2,178Shares Held
231MCall Options Held
58MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.98 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.6 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.28 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$849 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$797 Million0.12% of portfolio