Avantax Planning Partners, Inc. Energy Sector Spdr Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,471 shares of XLE stock, worth $208,972. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,471
Previous 3,326 25.71%
Holding current value
$208,972
Previous $303,000 28.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
SELL
$84.35 - $93.39 $72,119 - $79,848
-855 Reduced 25.71%
2,471 $216,000
Q2 2024

Aug 09, 2024
BUY
$88.04 - $98.08 $292,821 - $326,214
3,326 New
3,326 $303,000
Q3 2023

Nov 03, 2023
BUY
$79.09 - $93.36 $200,888 - $237,134
2,540 New
2,540 $229,000
Q4 2021

Jan 28, 2022
SELL
$53.01 - $59.14 $204,088 - $227,689
-3,850 Closed
0 $0
Q3 2021

Oct 27, 2021
SELL
$45.79 - $54.81 $159,349 - $190,738
-3,480 Reduced 47.48%
3,850 $201,000
Q2 2021

Aug 10, 2021
BUY
$47.07 - $56.19 $14,591 - $17,418
310 Added 4.42%
7,330 $395,000
Q1 2021

May 06, 2021
BUY
$37.96 - $53.57 $18,980 - $26,785
500 Added 7.67%
7,020 $344,000
Q4 2020

Feb 04, 2021
SELL
$27.71 - $41.6 $15,157 - $22,755
-547 Reduced 7.74%
6,520 $247,000
Q3 2020

Oct 28, 2020
SELL
$29.95 - $38.58 $29,950 - $38,580
-1,000 Reduced 12.4%
7,067 $212,000
Q2 2020

Jul 15, 2020
BUY
$27.62 - $46.86 $222,810 - $378,019
8,067 New
8,067 $305,000
Q2 2019

Aug 07, 2019
SELL
N/A
-3,936 Closed
0 $0
Q1 2019

May 08, 2019
SELL
N/A
-2,000 Reduced 33.69%
3,936 $260,000
Q4 2018

Feb 14, 2019
SELL
N/A
-510 Reduced 7.91%
5,936 $340,000
Q3 2018

Nov 13, 2018
BUY
N/A
2,698 Added 71.99%
6,446 $488,000
Q2 2018

Aug 13, 2018
SELL
N/A
-2,581 Reduced 40.78%
3,748 $286,000
Q1 2018

May 15, 2018
BUY
N/A
1,225 Added 24.0%
6,329 $427,000
Q4 2017

Feb 09, 2018
BUY
N/A
1,049 Added 25.87%
5,104 $369,000
Q3 2017

Oct 19, 2017
BUY
N/A
4,055
4,055 $278,000

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

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

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email