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 29,974 shares of XLE stock, worth $2.89 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
29,974
Previous 30,950 3.15%
Holding current value
$2.89 Million
Previous $2.82 Billion 6.71%
% of portfolio
2.26%
Previous 2.6%

Shares

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

Oct 03, 2024

SELL
$84.35 - $93.39 $82,325 - $91,148
-976 Reduced 3.15%
29,974 $2.63 Billion
Q2 2024

Jul 30, 2024

SELL
$88.04 - $98.08 $69,023 - $76,894
-784 Reduced 2.47%
30,950 $2.82 Billion
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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, 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 Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.