A detailed history of Holistic Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 10,667 shares of XLE stock, worth $1 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,667
Holding current value
$1 Million
% of portfolio
0.4%

Shares

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

Nov 01, 2024

BUY
$84.35 - $93.39 $899,761 - $996,191
10,667 New
10,667 $937 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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