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 $8.56 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
92,234
Previous 94,314 2.21%
Holding current value
$8.56 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
2,180
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
Track This Portfolio

Track Connectus Wealth, LLC Portfolio

Follow Connectus Wealth, 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 Connectus Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Connectus Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email