Icon Wealth Advisors, LLC Energy Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,333 shares of XLE stock, worth $126,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,333
Previous 3,911 65.92%
Holding current value
$126,275
Previous $356,000 67.13%
% of portfolio
0.0%
Previous 0.03%

Shares

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

Nov 14, 2024
BUY
$84.35 - $93.39 $320,445 - $354,788
3,799 Added 285.0%
5,132 $450,000
Q3 2024

Nov 12, 2024
SELL
$84.35 - $93.39 $217,454 - $240,759
-2,578 Reduced 65.92%
1,333 $117,000
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $123,167 - $137,213
1,399 Added 55.69%
3,911 $356,000
Q1 2024

May 15, 2024
BUY
$79.91 - $94.41 $79,910 - $94,410
1,000 Added 66.14%
2,512 $237,000
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $75,597 - $85,614
-931 Reduced 38.11%
1,512 $126,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $22,522 - $27,847
296 Added 13.79%
2,443 $213,000
Q3 2022

Jan 25, 2023
BUY
$67.49 - $84.09 $144,901 - $180,541
2,147 New
2,147 $155,000

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
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 Icon Wealth Advisors, LLC Portfolio

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

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email