A detailed history of Org Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 331 shares of XLE stock, worth $29,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares
331
Holding current value
$29,925
% of portfolio
0.01%

Shares

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

Oct 11, 2024

BUY
$84.35 - $93.39 $27,919 - $30,912
331 New
331 $29.1 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

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

News

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