Forza Wealth Management, LLC Energy Sector Spdr Transaction History

Forza Wealth Management, LLC

  • $192 Billion
  • Q1 2024

A detailed history of Forza Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Forza Wealth Management, LLC holds 14,350 shares of XLE stock, worth $1.31 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
14,350
Previous 14,350 -0.0%
Holding current value
$1.31 Million
Previous $1.2 Billion 12.61%
% of portfolio
0.7%
Previous 0.66%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 06, 2023
BUY
$82.68 - $94.08 $1.19 Million - $1.35 Million
14,350 New
14,350 $1.26 Billion

Others Institutions Holding XLE

# of Institutions
2,029
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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