Lantern Wealth Advisors, LLC Energy Sector Spdr Transaction History

Lantern Wealth Advisors, LLC

  • $144 Billion
  • Q3 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 4,766 shares of XLE stock, worth $463,588. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,766
Previous 4,899 2.71%
Holding current value
$463,588
Previous $447 Million 6.28%
% of portfolio
0.29%
Previous 0.32%

Shares

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

Nov 14, 2024
SELL
$84.35 - $93.39 $11,218 - $12,420
-133 Reduced 2.71%
4,766 $419 Million
Q2 2024

Aug 14, 2024
SELL
$88.04 - $98.08 $14,438 - $16,085
-164 Reduced 3.24%
4,899 $447 Million
Q1 2024

May 14, 2024
SELL
$79.91 - $94.41 $24,452 - $28,889
-306 Reduced 5.7%
5,063 $478 Million
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $435,962 - $493,733
5,369 New
5,369 $450 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 Lantern Wealth Advisors, LLC Portfolio

Follow Lantern 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 Lantern Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email