Iams Wealth Management, LLC Energy Sector Spdr Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 6,758 shares of XLE stock, worth $636,333. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,758
Previous 6,758 -0.0%
Holding current value
$636,333
Previous $616 Million 3.68%
% of portfolio
0.29%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$88.04 - $98.08 $594,974 - $662,824
6,758 New
6,758 $616 Million
Q4 2023

Feb 07, 2024
BUY
$81.2 - $91.96 $28,420 - $32,185
350 Added 15.6%
2,594 $217 Million
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $177,477 - $209,499
2,244 New
2,244 $203 Million
Q1 2023

Oct 30, 2023
BUY
$76.97 - $93.11 $121,381 - $146,834
1,577 Added 63.28%
4,069 $335 Million
Q4 2022

Oct 27, 2023
BUY
$76.09 - $94.08 $189,616 - $234,447
2,492 New
2,492 $218 Million

Others Institutions Holding XLE

# of Institutions
2,047
Shares Held
236M
Call Options Held
46.9M
Put Options Held
75.7M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, 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 Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email