A detailed history of Fountainhead Am, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fountainhead Am, LLC holds 2,945 shares of XLE stock, worth $271,499. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,945
Previous 2,703 8.95%
Holding current value
$271,499
Previous $255,000 5.1%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$88.04 - $98.08 $21,305 - $23,735
242 Added 8.95%
2,945 $268,000
Q1 2024

Apr 30, 2024

BUY
$79.91 - $94.41 $215,996 - $255,190
2,703 New
2,703 $255,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Fountainhead Am, LLC Portfolio

Follow Fountainhead Am, 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 Fountainhead Am, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fountainhead Am, LLC with notifications on news.