Evernest Financial Advisors, LLC Energy Sector Spdr Transaction History

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 15,168 shares of XLE stock, worth $1.48 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
15,168
Previous 18,375 17.45%
Holding current value
$1.48 Million
Previous $1.67 Million 20.49%
% of portfolio
0.37%
Previous 0.77%

Shares

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

Oct 21, 2024
SELL
$84.35 - $93.39 $270,510 - $299,501
-3,207 Reduced 17.45%
15,168 $1.33 Million
Q2 2024

Aug 07, 2024
SELL
$88.04 - $98.08 $151,869 - $169,188
-1,725 Reduced 8.58%
18,375 $1.67 Million
Q1 2024

May 10, 2024
SELL
$79.91 - $94.41 $302,139 - $356,964
-3,781 Reduced 15.83%
20,100 $1.91 Billion
Q4 2023

May 10, 2024
BUY
$81.2 - $91.96 $310,184 - $351,287
3,820 Added 19.0%
23,920 $2.01 Billion
Q4 2021

Feb 13, 2024
BUY
$53.01 - $59.14 $1.27 Million - $1.41 Million
23,881 New
23,881 $1.99 Billion

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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