Modern Wealth Management, LLC Energy Sector Spdr Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 305,416 shares of XLE stock, worth $24.9 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
305,416
Previous 15,066 1927.19%
Holding current value
$24.9 Million
Previous $1.32 Billion 1989.75%
% of portfolio
0.97%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$83.32 - $97.27 $24.2 Million - $28.2 Million
290,350 Added 1927.19%
305,416 $27.6 Billion
Q3 2024

Nov 05, 2024
SELL
$84.35 - $93.39 $9,953 - $11,020
-118 Reduced 0.78%
15,066 $1.32 Billion
Q2 2024

Aug 07, 2024
BUY
$88.04 - $98.08 $23,946 - $26,677
272 Added 1.82%
15,184 $1.38 Billion
Q1 2024

May 13, 2024
BUY
$79.91 - $94.41 $946,693 - $1.12 Million
11,847 Added 386.53%
14,912 $1.4 Billion
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $248,878 - $281,857
3,065 New
3,065 $257 Million

About ENERGY SECTOR SPDR

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