Lantern Wealth Advisors, LLC Energy Sector Spdr Transaction History

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 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 4,555 shares of XLE stock, worth $421,018. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,555
Previous 4,766 4.43%
Holding current value
$421,018
Previous $419 Million 6.75%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Feb 14, 2025
SELL
$83.32 - $97.27 $17,580 - $20,523
-211 Reduced 4.43%
4,555 $390 Million
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
2,188
Shares Held
232M
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
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