Holistic Planning, LLC Energy Sector Spdr Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 28,036 shares of XLE stock, worth $2.26 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
28,036
Previous 27,459 2.1%
Holding current value
$2.26 Million
Previous $2.35 Billion 11.39%
% of portfolio
0.89%
Previous 0.85%

Shares

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

Apr 23, 2025
BUY
$85.7 - $93.96 $49,448 - $54,214
577 Added 2.1%
28,036 $2.62 Billion
Q4 2024

Jan 24, 2025
BUY
$83.32 - $97.27 $1.4 Million - $1.63 Million
16,792 Added 157.42%
27,459 $2.35 Billion
Q3 2024

Nov 01, 2024
BUY
$84.35 - $93.39 $899,761 - $996,191
10,667 New
10,667 $937 Million

Others Institutions Holding XLE

# of Institutions
2,186
Shares Held
229M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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