Fortress Wealth Group, LLC Energy Sector Spdr Transaction History

Fortress Wealth Group, LLC

  • $191 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$81.2 - $91.96 $1,218 - $1,379
-15 Reduced 0.22%
6,827 $572,000
Q3 2023

Oct 12, 2023
SELL
$79.09 - $93.36 $27,918 - $32,956
-353 Reduced 4.91%
6,842 $618,000
Q2 2023

Aug 10, 2023
BUY
$76.59 - $87.23 $102,171 - $116,364
1,334 Added 22.76%
7,195 $584,000
Q1 2023

May 12, 2023
SELL
$76.97 - $93.11 $38,485 - $46,555
-500 Reduced 7.86%
5,861 $485,000
Q4 2022

Feb 07, 2023
SELL
$76.09 - $94.08 $37,284 - $46,099
-490 Reduced 7.15%
6,361 $556,000
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $12,485 - $15,556
-185 Reduced 2.63%
6,851 $493,000
Q2 2022

Aug 15, 2022
SELL
$70.66 - $92.28 $2.66 Million - $3.48 Million
-37,681 Reduced 84.27%
7,036 $503,000
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $2.22 Million - $3.06 Million
38,856 Added 662.96%
44,717 $3.42 Million
Q4 2021

Feb 11, 2022
BUY
$53.01 - $59.14 $3,763 - $4,198
71 Added 1.23%
5,861 $404,000
Q3 2021

Nov 04, 2021
SELL
$45.79 - $54.81 $109,346 - $130,886
-2,388 Reduced 29.2%
5,790 $302,000
Q2 2021

Aug 13, 2021
BUY
$47.07 - $56.19 $384,938 - $459,521
8,178 New
8,178 $441,000

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
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 Fortress Wealth Group, LLC Portfolio

Follow Fortress Wealth Group, LLC 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 Fortress Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email