Angeles Wealth Management, LLC Energy Sector Spdr Transaction History

Angeles Wealth Management, LLC

$1.16 Billion
Q3 2024

A detailed history of Angeles Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 11,405 shares of XLE stock, worth $959,958. This represents 0.09% of its overall portfolio holdings.

Number of Shares

11,405

Previous 10,305 10.67%

Holding current value

$959,958

Previous $939,000 6.6%

% of portfolio

0.09%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$84.35 - $93.39 $92,785 - $102,729	1,100 Added 10.67%	11,405 $1 Million
Q2 2024 Aug 07, 2024	BUY	$88.04 - $98.08 $44,020 - $49,040	500 Added 5.1%	10,305 $939,000
Q1 2024 May 08, 2024	SELL	$79.91 - $94.41 $12,146 - $14,350	-152 Reduced 1.53%	9,805 $925,000
Q4 2023 Feb 13, 2024	BUY	$81.2 - $91.96 $107,996 - $122,306	1,330 Added 15.42%	9,957 $834,000
Q3 2023 Oct 27, 2023	BUY	$79.09 - $93.36 $31,082 - $36,690	393 Added 4.77%	8,627 $779,000
Q2 2023 Aug 10, 2023	BUY	$76.59 - $87.23 $61,272 - $69,784	800 Added 10.76%	8,234 $668,000
Q1 2023 May 11, 2023	BUY	$76.97 - $93.11 $346,365 - $418,995	4,500 Added 153.37%	7,434 $615,000
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $125,168 - $154,761	1,645 Added 127.62%	2,934 $256,000
Q3 2022 Nov 03, 2022	BUY	$67.49 - $84.09 $10,393 - $12,949	154 Added 13.57%	1,289 $93,000
Q2 2022 Aug 04, 2022	SELL	$70.66 - $92.28 $14,626 - $19,101	-207 Reduced 15.42%	1,135 $81,000
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $76,789 - $105,682	1,342 New	1,342 $103,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Angeles Wealth Management, LLC Energy Sector Spdr Transaction History