Kovitz Investment Group Partners, LLC Energy Sector Spdr Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 32,201 shares of XLE stock, worth $2.98 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
32,201
Previous 32,201 -0.0%
Holding current value
$2.98 Million
Previous $2.76 Million -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$83.32 - $97.27 $81,653 - $95,324
980 Added 3.14%
32,201 $2.76 Million
Q3 2024

Nov 14, 2024
BUY
$84.35 - $93.39 $2.63 Million - $2.92 Million
31,221 New
31,221 $2.74 Million

Others Institutions Holding XLE

# of Institutions
2,179
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, 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 Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email