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 $35 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
380,509
Previous 10,629 3479.91%
Holding current value
$35 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
$45.79 - $54.81 $457,900 - $548,100
10,000 New
10,000 $521,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

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