Litman Gregory Wealth Management LLC Energy Sector Spdr Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 5,085 shares of XLE stock, worth $445,649. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,085
Previous 5,085 -0.0%
Holding current value
$445,649
Previous $446,000 2.47%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$88.04 - $98.08 $9,068 - $10,102
-103 Reduced 1.99%
5,085 $463,000
Q1 2024

May 03, 2024
BUY
$79.91 - $94.41 $11,906 - $14,067
149 Added 2.96%
5,188 $489,000
Q2 2023

Aug 09, 2023
BUY
$76.59 - $87.23 $385,937 - $439,551
5,039 New
5,039 $409,000
Q2 2022

Jul 21, 2022
BUY
$70.66 - $92.28 $356,055 - $464,998
5,039 New
5,039 $360,000
Q4 2018

Feb 01, 2019
SELL
N/A
-56 Closed
0 $0
Q1 2018

May 07, 2018
BUY
N/A
56 New
56 $4,000

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
234M
Call Options Held
45.8M
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 Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management 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 Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email