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 $449,290. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,619
Holding current value
$449,290
% 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
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak 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 Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.