Quotient Wealth Partners, LLC Energy Sector Spdr Transaction History

Quotient Wealth Partners, LLC

  • $3.06 Trillion
  • Q4 2024

A detailed history of Quotient Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 595,248 shares of XLE stock, worth $52 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
595,248
Previous 564,454 5.46%
Holding current value
$52 Million
Previous $49.6 Billion 2.89%
% of portfolio
1.67%
Previous 1.63%

Shares

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

Jan 28, 2025
BUY
$83.32 - $97.27 $2.57 Million - $3 Million
30,794 Added 5.46%
595,248 $51 Billion
Q3 2024

Oct 09, 2024
BUY
$84.35 - $93.39 $224,370 - $248,417
2,660 Added 0.47%
564,454 $49.6 Billion
Q2 2024

Jul 24, 2024
BUY
$88.04 - $98.08 $48.9 Million - $54.5 Million
555,965 Added 9537.91%
561,794 $51.2 Billion
Q1 2024

May 14, 2024
SELL
$79.91 - $94.41 $28,847 - $34,082
-361 Reduced 5.83%
5,829 $550 Million
Q4 2023

Feb 07, 2024
BUY
$81.2 - $91.96 $502,628 - $569,232
6,190 New
6,190 $519 Million

Others Institutions Holding XLE

# of Institutions
2,174
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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

Track Quotient Wealth Partners, LLC Portfolio

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

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email