A detailed history of Heritage Oak Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,619 shares of XLE stock, worth $390,628. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,619
Holding current value
$390,628
% of portfolio
0.19%

Shares

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

Oct 23, 2024

BUY
$84.35 - $93.39 $389,612 - $431,368
4,619 New
4,619 $406 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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