Brown Miller Wealth Management, LLC Energy Sector Spdr Transaction History

Brown Miller Wealth Management, LLC

$241 Million
Q2 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 7,832 shares of XLE stock, worth $729,942. This represents 0.3% of its overall portfolio holdings.

Number of Shares

7,832

Previous 7,380 6.12%

Holding current value

$729,942

Previous $696,000 2.44%

% of portfolio

0.3%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,063

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Miller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Miller Wealth Management, LLC with notifications on news.

Account

Brown Miller Wealth Management, LLC Energy Sector Spdr Transaction History