Atlantic Edge Private Wealth Management, LLC Energy Sector Spdr Transaction History

Atlantic Edge Private Wealth Management, LLC

  • $323 Billion
  • Q4 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 562 shares of XLE stock, worth $51,945. This represents 0.01% of its overall portfolio holdings.

Number of Shares
562
Previous 585 3.93%
Holding current value
$51,945
Previous $51.4 Million 6.27%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 29, 2025
SELL
$83.32 - $97.27 $1,916 - $2,237
-23 Reduced 3.93%
562 $48.1 Million
Q3 2024

Nov 06, 2024
BUY
$84.35 - $93.39 $10,965 - $12,140
130 Added 28.57%
585 $51.4 Million
Q2 2024

Jul 26, 2024
SELL
$88.04 - $98.08 $6,603 - $7,356
-75 Reduced 14.15%
455 $41.5 Million
Q1 2024

May 08, 2024
SELL
$79.91 - $94.41 $19,977 - $23,602
-250 Reduced 32.05%
530 $50 Million
Q4 2023

Feb 08, 2024
BUY
$81.2 - $91.96 $63,336 - $71,728
780 New
780 $65.4 Million

Others Institutions Holding XLE

# of Institutions
2,179
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 Atlantic Edge Private Wealth Management, LLC Portfolio

Follow Atlantic Edge Private Wealth Management, 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 Atlantic Edge Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Edge Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email