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 $14.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
157,045
Previous 110,272 42.42%
Holding current value
$14.9 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
2,025
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
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