Advyzon Investment Management, LLC Energy Sector Spdr Transaction History

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025

A detailed history of Advyzon Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 14,492 shares of XLE stock, worth $1.17 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
14,492
Previous 14,529 0.25%
Holding current value
$1.17 Million
Previous $1.24 Billion 8.81%
% of portfolio
0.48%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$85.7 - $93.96 $3,170 - $3,476
-37 Reduced 0.25%
14,492 $1.35 Billion
Q4 2024

Feb 03, 2025
BUY
$83.32 - $97.27 $1.21 Million - $1.41 Million
14,529 New
14,529 $1.24 Billion

Others Institutions Holding XLE

# of Institutions
2,180
Shares Held
229M
Call Options Held
55.7M
Put Options Held
97.5M
View Full List

About ENERGY SECTOR SPDR

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