Dynamic Wealth Strategies, LLC Energy Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

  • $116 Million
  • Q2 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 3,556 shares of XLE stock, worth $331,419. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,556
Previous 6,382 44.28%
Holding current value
$331,419
Previous $603,000 46.27%
% of portfolio
0.28%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$88.04 - $98.08 $248,801 - $277,174
-2,826 Reduced 44.28%
3,556 $324,000
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $43,391 - $51,264
-543 Reduced 7.84%
6,382 $603,000
Q4 2023

Feb 13, 2024
BUY
$81.2 - $91.96 $562,310 - $636,823
6,925 New
6,925 $581 Million

Others Institutions Holding XLE

# of Institutions
2,059
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

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