Avidian Wealth Solutions, LLC Energy Sector Spdr Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 19,111 shares of XLE stock, worth $1.82 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
19,111
Previous 16,892 13.14%
Holding current value
$1.82 Million
Previous $1.54 Million 8.97%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 30, 2024
BUY
$84.35 - $93.39 $187,172 - $207,232
2,219 Added 13.14%
19,111 $1.68 Million
Q2 2024

Aug 06, 2024
BUY
$88.04 - $98.08 $2,993 - $3,334
34 Added 0.2%
16,892 $1.54 Million
Q1 2024

May 03, 2024
SELL
$79.91 - $94.41 $203,770 - $240,745
-2,550 Reduced 13.14%
16,858 $1.59 Million
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $106,696 - $120,835
1,314 Added 7.26%
19,408 $1.63 Million
Q3 2023

Oct 13, 2023
SELL
$79.09 - $93.36 $1.54 Million - $1.82 Million
-19,459 Reduced 51.82%
18,094 $1.64 Million
Q2 2023

Aug 03, 2023
SELL
$76.59 - $87.23 $7.4 Million - $8.43 Million
-96,641 Reduced 72.02%
37,553 $3.05 Million
Q1 2023

May 08, 2023
BUY
$76.97 - $93.11 $4.5 Million - $5.45 Million
58,524 Added 77.34%
134,194 $11.1 Million
Q4 2022

Feb 06, 2023
SELL
$76.09 - $94.08 $1.78 Million - $2.2 Million
-23,365 Reduced 23.59%
75,670 $6.62 Million
Q3 2022

Nov 03, 2022
SELL
$67.49 - $84.09 $7.91 Million - $9.86 Million
-117,251 Reduced 54.21%
99,035 $7.13 Million
Q2 2022

Jul 29, 2022
BUY
$70.66 - $92.28 $4.46 Million - $5.83 Million
63,158 Added 41.25%
216,286 $15.5 Million
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $3.95 Million - $5.43 Million
68,945 Added 81.9%
153,128 $11.7 Million
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $2.78 Million - $3.11 Million
52,531 Added 165.96%
84,183 $4.67 Million
Q3 2021

Nov 10, 2021
SELL
$45.79 - $54.81 $3.98 Million - $4.77 Million
-86,970 Reduced 73.32%
31,652 $1.65 Million
Q2 2021

Aug 09, 2021
BUY
$47.07 - $56.19 $4.42 Million - $5.27 Million
93,853 Added 378.91%
118,622 $6.39 Million
Q1 2021

May 05, 2021
BUY
$37.96 - $53.57 $165,505 - $233,565
4,360 Added 21.36%
24,769 $1.22 Million
Q4 2020

Feb 09, 2021
BUY
$27.71 - $41.6 $565,533 - $849,014
20,409 New
20,409 $774,000
Q3 2020

Nov 06, 2020
SELL
$29.95 - $38.58 $301,955 - $388,963
-10,082 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
$27.62 - $46.86 $278,464 - $472,442
10,082 New
10,082 $382,000
Q2 2018

Aug 14, 2018
SELL
N/A
-3,974 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-7,779 Reduced 66.19%
3,974 $268,000
Q4 2017

Feb 14, 2018
SELL
N/A
-1,226 Reduced 9.45%
11,753 $849,000
Q3 2017

Nov 14, 2017
SELL
N/A
-4,097 Reduced 23.99%
12,979 $889,000
Q2 2017

Aug 14, 2017
BUY
N/A
17,076
17,076 $1.11 Million

Others Institutions Holding XLE

# of Institutions
2,026
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
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