A detailed history of Foguth Wealth Management, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 15,519 shares of XLE stock, worth $1.5 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
15,519
Previous 14,895 4.19%
Holding current value
$1.5 Million
Previous $1.36 Billion 4.1%
% of portfolio
0.51%
Previous 0.6%

Shares

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

Oct 09, 2024

BUY
$84.35 - $93.39 $52,634 - $58,275
624 Added 4.19%
15,519 $1.41 Billion
Q2 2024

Jul 16, 2024

BUY
$88.04 - $98.08 $992,915 - $1.11 Million
11,278 Added 311.81%
14,895 $1.36 Billion
Q1 2024

Apr 17, 2024

BUY
$79.91 - $94.41 $289,034 - $341,480
3,617 New
3,617 $342 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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