Lakeridge Wealth Management LLC Energy Sector Spdr Transaction History

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,380 shares of XLE stock, worth $226,385. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,380
Previous 2,357 0.98%
Holding current value
$226,385
Previous $215 Million 2.71%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 07, 2024
BUY
$84.35 - $93.39 $1,940 - $2,147
23 Added 0.98%
2,380 $209 Million
Q2 2024

Aug 01, 2024
BUY
$88.04 - $98.08 $15,407 - $17,164
175 Added 8.02%
2,357 $215 Million
Q1 2024

Apr 29, 2024
BUY
$79.91 - $94.41 $174,363 - $206,002
2,182 New
2,182 $206 Million

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
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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