Iam Advisory, LLC Energy Sector Spdr Transaction History

Iam Advisory, LLC

  • $394 Million
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $241,461 - $285,028
3,053 New
3,053 $275,000
Q1 2023

Apr 10, 2023
SELL
$76.97 - $93.11 $101,446 - $122,718
-1,318 Reduced 33.43%
2,625 $217,000
Q4 2022

Jan 17, 2023
BUY
$76.09 - $94.08 $21,076 - $26,060
277 Added 7.56%
3,943 $0
Q3 2022

Oct 17, 2022
SELL
$67.49 - $84.09 $55,476 - $69,121
-822 Reduced 18.32%
3,666 $264,000
Q2 2022

Jul 12, 2022
BUY
$70.66 - $92.28 $317,122 - $414,152
4,488 New
4,488 $321,000

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
Call Options Held
45.7M
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 Iam Advisory, LLC Portfolio

Follow Iam Advisory, 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 Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email