Connectus Wealth, LLC Energy Sector Spdr Transaction History

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Connectus Wealth, LLC holds 92,234 shares of XLE stock, worth $8.06 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
92,234
Previous 94,314 2.21%
Holding current value
$8.06 Million
Previous $7.91 Million 10.12%
% of portfolio
0.2%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$79.91 - $94.41 $166,212 - $196,372
-2,080 Reduced 2.21%
92,234 $8.71 Million
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $3.24 Million - $3.67 Million
-39,929 Reduced 29.74%
94,314 $7.91 Million
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $10.6 Million - $12.5 Million
134,243 New
134,243 $12.1 Million

Others Institutions Holding XLE

# of Institutions
2,174
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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