Forza Wealth Management, LLC Energy Sector Spdr Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 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 $1.21 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
14,350
Previous 14,350 -0.0%
Holding current value
$1.21 Million
Previous $1.31 Billion 3.68%
% of portfolio
0.58%
Previous 0.67%

Shares

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

Feb 06, 2023
BUY
$76.09 - $94.08 $1.09 Million - $1.35 Million
14,350 New
14,350 $1.26 Billion

Others Institutions Holding XLE

# of Institutions
2,027
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 Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, 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 Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email