Carson Allaria Wealth Management, Ltd. Energy Sector Spdr Transaction History

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 65 shares of XLE stock, worth $6,322. This represents 0.0% of its overall portfolio holdings.

Number of Shares
65
Holding current value
$6,322
% of portfolio
0.0%

Shares

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

Oct 21, 2024
BUY
$84.35 - $93.39 $5,482 - $6,070
65 New
65 $5,000
Q1 2024

May 07, 2024
BUY
$79.91 - $94.41 $1,118 - $1,321
14 New
14 $1,000

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
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 Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email