Dynasty Wealth Management, LLC Energy Sector Spdr Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

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 666,888 shares of XLE stock, worth $61.6 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
666,888
Holding current value
$61.6 Million
% of portfolio
0.99%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,188
Shares Held
232M
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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