Brown Miller Wealth Management, LLC Energy Sector Spdr Transaction History

Brown Miller Wealth Management, LLC

$257 Million
Q3 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 7,898 shares of XLE stock, worth $724,878. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,898

Previous 7,832 0.84%

Holding current value

$724,878

Previous $713,000 2.81%

% of portfolio

0.27%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$84.35 - $93.39 $5,567 - $6,163	66 Added 0.84%	7,898 $693,000
Q2 2024 Jul 12, 2024	BUY	$88.04 - $98.08 $39,794 - $44,332	452 Added 6.12%	7,832 $713,000
Q1 2024 Apr 17, 2024	BUY	$79.91 - $94.41 $39,875 - $47,110	499 Added 7.25%	7,380 $696,000
Q4 2023 Jan 18, 2024	BUY	$81.2 - $91.96 $30,044 - $34,025	370 Added 5.68%	6,881 $577,000
Q3 2023 Oct 17, 2023	BUY	$79.09 - $93.36 $66,435 - $78,422	840 Added 14.81%	6,511 $588,000
Q2 2023 Jul 18, 2023	SELL	$76.59 - $87.23 $397,195 - $452,374	-5,186 Reduced 47.77%	5,671 $460,000
Q1 2023 Apr 10, 2023	BUY	$76.97 - $93.11 $12,315 - $14,897	160 Added 1.5%	10,857 $899,000
Q4 2022 Jan 12, 2023	BUY	$76.09 - $94.08 $98,080 - $121,269	1,289 Added 13.7%	10,697 $935,000
Q3 2022 Oct 11, 2022	BUY	$67.49 - $84.09 $259,161 - $322,905	3,840 Added 68.97%	9,408 $677,000
Q1 2022 Apr 14, 2022	BUY	$57.22 - $78.75 $318,600 - $438,480	5,568 New	5,568 $426,000

Others Institutions Holding XLE

# of Institutions

2,038

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Brown Miller Wealth Management, LLC Energy Sector Spdr Transaction History