Jpl Wealth Management, LLC Energy Sector Spdr Transaction History

Jpl Wealth Management, LLC

  • $204 Billion
  • Q2 2024

A detailed history of Jpl Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 3,073 shares of XLE stock, worth $298,910. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,073
Previous 3,424 10.25%
Holding current value
$298,910
Previous $323 Million 13.35%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Jul 31, 2024
SELL
$88.04 - $98.08 $30,902 - $34,426
-351 Reduced 10.25%
3,073 $280 Million
Q1 2024

May 10, 2024
BUY
$79.91 - $94.41 $273,611 - $323,259
3,424 New
3,424 $323 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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