Fourth Dimension Wealth, LLC Energy Sector Spdr Transaction History

Fourth Dimension Wealth, LLC

  • $207 Billion
  • Q1 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 13,856 shares of XLE stock, worth $1.13 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
13,856
Previous 23,371 40.71%
Holding current value
$1.13 Million
Previous $2.02 Billion 35.89%
% of portfolio
0.63%
Previous 1.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$85.7 - $93.96 $815,435 - $894,029
-9,515 Reduced 40.71%
13,856 $1.29 Billion
Q4 2024

Feb 18, 2025
BUY
$83.32 - $97.27 $1.95 Million - $2.27 Million
23,371 New
23,371 $2.02 Billion

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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