Frg Family Wealth Advisors LLC Energy Sector Spdr Transaction History

Frg Family Wealth Advisors LLC

  • $545 Million
  • Q3 2024

A detailed history of Frg Family Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 6,080 shares of XLE stock, worth $532,851. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,080
Previous 5,900 3.05%
Holding current value
$532,851
Previous $537,000 0.74%
% of portfolio
0.1%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024
BUY
$84.35 - $93.39 $15,182 - $16,810
180 Added 3.05%
6,080 $533,000
Q2 2024

Aug 07, 2024
BUY
$88.04 - $98.08 $8,804 - $9,808
100 Added 1.72%
5,900 $537,000
Q3 2023

Oct 11, 2023
SELL
$79.09 - $93.36 $39,545 - $46,680
-500 Reduced 7.94%
5,800 $524,000
Q4 2022

Jan 25, 2023
BUY
$76.09 - $94.08 $479,367 - $592,704
6,300 New
6,300 $0
Q2 2022

Jul 11, 2022
SELL
$70.66 - $92.28 $185,482 - $242,235
-2,625 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$57.22 - $78.75 $150,202 - $206,718
2,625 New
2,625 $201,000

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
234M
Call Options Held
45.8M
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 Frg Family Wealth Advisors LLC Portfolio

Follow Frg Family Wealth Advisors 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 Frg Family Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frg Family Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email