Iron Bridge Private Wealth, LLC Energy Sector Spdr Transaction History

Iron Bridge Private Wealth, LLC

  • $254 Million
  • Q3 2024

A detailed history of Iron Bridge Private Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 45,224 shares of XLE stock, worth $4.4 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
45,224
Previous 42,718 5.87%
Holding current value
$4.4 Million
Previous $3.89 Million 1.98%
% of portfolio
1.56%
Previous 1.53%

Shares

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

Nov 14, 2024
BUY
$84.35 - $93.39 $211,381 - $234,035
2,506 Added 5.87%
45,224 $3.97 Million
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $3.76 Million - $4.19 Million
42,718 New
42,718 $3.89 Million
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $3.14 Million - $3.71 Million
39,728 New
39,728 $3.59 Million
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $5.32 Million - $6.58 Million
69,930 New
69,930 $6.12 Million
Q1 2021

Jun 21, 2021
BUY
$37.96 - $53.57 $6.59 Million - $9.3 Million
173,538 New
173,538 $8.51 Million

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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