A detailed history of Investment Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 2,348 shares of XLE stock, worth $203,360. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,348
Previous 2,348 -0.0%
Holding current value
$203,360
Previous $214,000 3.74%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Jul 31, 2024

BUY
$88.04 - $98.08 $17,872 - $19,910
203 Added 9.46%
2,348 $214,000
Q1 2024

Apr 29, 2024

BUY
$79.91 - $94.41 $171,406 - $202,509
2,145 New
2,145 $202,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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