A detailed history of Merkkuri Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 19,339 shares of XLE stock, worth $1.84 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
19,339
Previous 17,140 12.83%
Holding current value
$1.84 Million
Previous $1.56 Billion 8.68%
% of portfolio
1.34%
Previous 1.44%

Shares

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

Oct 23, 2024

BUY
$84.35 - $93.39 $185,485 - $205,364
2,199 Added 12.83%
19,339 $1.7 Billion
Q2 2024

Oct 23, 2024

BUY
$88.04 - $98.08 $1.51 Million - $1.68 Million
17,140 New
17,140 $1.56 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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