Bright Futures Wealth Management, Llc. Energy Sector Spdr Transaction History

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 2024

A detailed history of Bright Futures Wealth Management, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 22,695 shares of XLE stock, worth $1.91 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
22,695
Previous 17,245 31.6%
Holding current value
$1.91 Million
Previous $1.57 Million 26.8%
% of portfolio
1.01%
Previous 0.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$84.35 - $93.39 $459,707 - $508,975
5,450 Added 31.6%
22,695 $1.99 Million
Q2 2024

Aug 07, 2024
BUY
$88.04 - $98.08 $31,518 - $35,112
358 Added 2.12%
17,245 $1.57 Million
Q1 2024

Jun 28, 2024
BUY
$79.91 - $94.41 $1.35 Million - $1.59 Million
16,887 New
16,887 $1.53 Billion

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Bright Futures Wealth Management, Llc. Portfolio

Follow Bright Futures Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email