Leo Wealth, LLC Energy Sector Spdr Transaction History

Leo Wealth, LLC

  • $1.12 Trillion
  • Q4 2024

A detailed history of Leo Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Leo Wealth, LLC holds 9,706 shares of XLE stock, worth $883,246. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,706
Previous 11,398 14.84%
Holding current value
$883,246
Previous $1 Billion 16.92%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jan 27, 2025
SELL
$83.32 - $97.27 $140,977 - $164,580
-1,692 Reduced 14.84%
9,706 $831 Million
Q3 2024

Oct 21, 2024
BUY
$84.35 - $93.39 $46,055 - $50,990
546 Added 5.03%
11,398 $1 Billion
Q2 2024

Jul 17, 2024
BUY
$88.04 - $98.08 $24,915 - $27,756
283 Added 2.68%
10,852 $989 Million
Q1 2024

May 09, 2024
SELL
$79.91 - $94.41 $3,116 - $3,681
-39 Reduced 0.37%
10,569 $998 Million
Q4 2023

Mar 14, 2024
BUY
$81.2 - $91.96 $861,369 - $975,511
10,608 New
10,608 $894 Million

Others Institutions Holding XLE

# of Institutions
2,172
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
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