Envestnet Portfolio Solutions, Inc. Energy Sector Spdr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 157,045 shares of XLE stock, worth $14.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
157,045
Previous 110,272 42.42%
Holding current value
$14.8 Million
Previous $10.1 Million 37.18%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$84.35 - $93.39 $3.95 Million - $4.37 Million
46,773 Added 42.42%
157,045 $13.8 Million
Q2 2024

Jul 16, 2024
BUY
$88.04 - $98.08 $3.91 Million - $4.35 Million
44,373 Added 67.33%
110,272 $10.1 Million
Q1 2024

May 06, 2024
SELL
$79.91 - $94.41 $777,124 - $918,137
-9,725 Reduced 12.86%
65,899 $6.22 Million
Q4 2023

Feb 07, 2024
BUY
$81.2 - $91.96 $1.74 Million - $1.97 Million
21,415 Added 39.5%
75,624 $6.34 Million
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $4.29 Million - $5.06 Million
54,209 New
54,209 $4.9 Million

Others Institutions Holding XLE

# of Institutions
2,038
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email