Kingswood Wealth Advisors, LLC Energy Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 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 54,045 shares of XLE stock, worth $5.12 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
54,045
Previous 9,596 463.2%
Holding current value
$5.12 Million
Previous $875 Million 442.45%
% of portfolio
0.34%
Previous 0.08%

Shares

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

Oct 21, 2024
BUY
$84.35 - $93.39 $3.75 Million - $4.15 Million
44,449 Added 463.2%
54,045 $4.75 Billion
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
2,025
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email