Dynasty Wealth Management, LLC Energy Sector Spdr Transaction History

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 9,919 shares of XLE stock, worth $798,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,919
Previous 666,888 98.51%
Holding current value
$798,479
Previous $57.1 Billion 98.38%
% of portfolio
0.02%
Previous 0.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$85.7 - $93.96 $56.3 Million - $61.7 Million
-656,969 Reduced 98.51%
9,919 $927 Million
Q4 2024

Feb 05, 2025
BUY
$83.32 - $97.27 $55.6 Million - $64.9 Million
666,888 New
666,888 $57.1 Billion
Q2 2024

Aug 12, 2024
BUY
$88.04 - $98.08 $51.1 Million - $57 Million
580,682 New
580,682 $52.9 Billion

Others Institutions Holding XLE

# of Institutions
2,182
Shares Held
231M
Call Options Held
57.8M
Put Options Held
98M
View Full List

About ENERGY SECTOR SPDR

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