Evernest Financial Advisors, LLC Energy Sector Spdr Transaction History

Evernest Financial Advisors, LLC

  • $211 Billion
  • Q1 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 20,100 shares of XLE stock, worth $1.83 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
20,100
Previous 23,881 15.83%
Holding current value
$1.83 Million
Previous $1.99 Billion 4.05%
% of portfolio
0.9%
Previous 1.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
23,881 New
23,881 $1.99 Billion

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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