Kingswood Wealth Advisors, LLC Energy Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,596 shares of XLE stock, worth $894,347. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,596
Previous 7,283 31.76%
Holding current value
$894,347
Previous $688 Million 27.21%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 09, 2024
BUY
$88.04 - $98.08 $203,636 - $226,859
2,313 Added 31.76%
9,596 $875 Million
Q1 2024

Apr 15, 2024
SELL
$79.91 - $94.41 $17,100 - $20,203
-214 Reduced 2.85%
7,283 $688 Million
Q4 2023

Jan 16, 2024
SELL
$81.2 - $91.96 $124,885 - $141,434
-1,538 Reduced 17.02%
7,497 $629 Million
Q3 2023

Oct 23, 2023
BUY
$79.09 - $93.36 $714,578 - $843,507
9,035 New
9,035 $819 Million

Others Institutions Holding XLE

# of Institutions
2,060
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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