Insight Wealth Partners, LLC Energy Sector Spdr Transaction History

Insight Wealth Partners, LLC

  • $498 Million
  • Q3 2024

A detailed history of Insight Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 2,432 shares of XLE stock, worth $230,383. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,432
Previous 2,561 5.04%
Holding current value
$230,383
Previous $233,000 8.58%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$84.35 - $93.39 $10,881 - $12,047
-129 Reduced 5.04%
2,432 $213,000
Q2 2024

Jul 18, 2024
BUY
$88.04 - $98.08 $24,299 - $27,070
276 Added 12.08%
2,561 $233,000
Q1 2024

May 10, 2024
BUY
$79.91 - $94.41 $182,594 - $215,726
2,285 New
2,285 $215,000

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
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
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