Dynamic Wealth Strategies, LLC Energy Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

  • $116 Million
  • Q2 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 3,556 shares of XLE stock, worth $333,303. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,556
Previous 6,382 44.28%
Holding current value
$333,303
Previous $603,000 46.27%
% of portfolio
0.28%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$88.04 - $98.08 $248,801 - $277,174
-2,826 Reduced 44.28%
3,556 $324,000
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $43,391 - $51,264
-543 Reduced 7.84%
6,382 $603,000
Q4 2023

Feb 13, 2024
BUY
$81.2 - $91.96 $562,310 - $636,823
6,925 New
6,925 $581 Million

Others Institutions Holding XLE

# of Institutions
2,046
Shares Held
237M
Call Options Held
46.8M
Put Options Held
75.7M
View Full List

About ENERGY SECTOR SPDR

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

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, 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 Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email