Leo Wealth, LLC Energy Sector Spdr Transaction History

Leo Wealth, LLC

  • $1.09 Trillion
  • Q3 2024

A detailed history of Leo Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Leo Wealth, LLC holds 11,398 shares of XLE stock, worth $959,369. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,398
Previous 10,852 5.03%
Holding current value
$959,369
Previous $989 Million 1.17%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 21, 2024
BUY
$84.35 - $93.39 $46,055 - $50,990
546 Added 5.03%
11,398 $1 Billion
Q2 2024

Jul 17, 2024
BUY
$88.04 - $98.08 $24,915 - $27,756
283 Added 2.68%
10,852 $989 Million
Q1 2024

May 09, 2024
SELL
$79.91 - $94.41 $3,116 - $3,681
-39 Reduced 0.37%
10,569 $998 Million
Q4 2023

Mar 14, 2024
BUY
$81.2 - $91.96 $861,369 - $975,511
10,608 New
10,608 $894 Million

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 Leo Wealth, LLC Portfolio

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

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email