Icon Wealth Partners, LLC Energy Sector Spdr Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,618 shares of XLE stock, worth $136,818. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,618
Previous 1,685 3.98%
Holding current value
$136,818
Previous $136,000 7.35%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2023
SELL
$79.09 - $93.36 $5,299 - $6,255
-67 Reduced 3.98%
1,618 $146,000
Q2 2023

Aug 03, 2023
BUY
$76.59 - $87.23 $153 - $174
2 Added 0.12%
1,685 $136,000
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $129,540 - $156,704
1,683 New
1,683 $139,000
Q2 2019

Aug 13, 2019
SELL
N/A
-760 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
760 New
760 $50,000
Q3 2018

Nov 14, 2018
SELL
N/A
-760 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
760 New
760 $58,000
Q1 2018

May 15, 2018
SELL
N/A
-1,815 Closed
0 $0
Q4 2017

Feb 13, 2018
BUY
N/A
1,815
1,815 $131,000

Others Institutions Holding XLE

# of Institutions
2,027
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 Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, 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 Icon Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email