Life Plan Financial, LLC Energy Sector Spdr Transaction History

Life Plan Financial, LLC

  • $109 Billion
  • Q1 2024

A detailed history of Life Plan Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Life Plan Financial, LLC holds 31,734 shares of XLE stock, worth $2.84 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares
31,734
Previous 33,194 4.4%
Holding current value
$2.84 Million
Previous $2.78 Billion 7.66%
% of portfolio
2.75%
Previous 2.79%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$79.91 - $94.41 $116,668 - $137,838
-1,460 Reduced 4.4%
31,734 $3 Billion
Q4 2023

Jan 30, 2024
BUY
$81.2 - $91.96 $2.7 Million - $3.05 Million
33,194 New
33,194 $2.78 Billion

Others Institutions Holding XLE

# of Institutions
2,031
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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