National Wealth Management Group, LLC Energy Sector Spdr Transaction History

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 4,639 shares of XLE stock, worth $408,185. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,639
Previous 5,694 18.53%
Holding current value
$408,185
Previous $538 Million 21.34%
% of portfolio
0.32%
Previous 0.42%

Shares

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

Aug 09, 2024
SELL
$88.04 - $98.08 $92,882 - $103,474
-1,055 Reduced 18.53%
4,639 $423 Million
Q1 2024

May 17, 2024
SELL
$79.91 - $94.41 $33,482 - $39,557
-419 Reduced 6.85%
5,694 $538 Million
Q4 2023

Feb 01, 2024
SELL
$81.2 - $91.96 $16,889 - $19,127
-208 Reduced 3.29%
6,113 $513 Million
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $44,606 - $52,655
564 Added 9.8%
6,321 $571 Million
Q2 2023

Aug 09, 2023
BUY
$76.59 - $87.23 $7,659 - $8,723
100 Added 1.77%
5,757 $510 Million
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $435,419 - $526,723
5,657 New
5,657 $444 Million
Q4 2022

Nov 17, 2023
SELL
$76.09 - $94.08 $10,728 - $13,265
-141 Reduced 2.2%
6,261 $548 Million
Q3 2022

Nov 17, 2023
BUY
$67.49 - $84.09 $5,466 - $6,811
81 Added 1.28%
6,402 $461 Million
Q2 2022

Nov 17, 2023
SELL
$70.66 - $92.28 $51,228 - $66,903
-725 Reduced 11.47%
5,596 $400 Million

Others Institutions Holding XLE

# of Institutions
2,044
Shares Held
237M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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