Aj Wealth Strategies, LLC Energy Sector Spdr Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 380,509 shares of XLE stock, worth $34.7 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
380,509
Previous 10,629 3479.91%
Holding current value
$34.7 Million
Previous $880,000 3409.66%
% of portfolio
1.49%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$76.59 - $87.23 $28.3 Million - $32.3 Million
369,880 Added 3479.91%
380,509 $30.9 Million
Q1 2023

Apr 28, 2023
BUY
$76.97 - $93.11 $48,414 - $58,566
629 Added 6.29%
10,629 $880,000
Q3 2021

Oct 20, 2021
BUY
N/A
10,000 New
10,000 $521,000

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email