A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 4,626 shares of XLE stock, worth $407,041. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,626
Holding current value
$407,041
% of portfolio
0.12%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$76.97 - $93.11 $356,063 - $430,726
4,626 New
4,626 $383,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC 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 Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.