Litman Gregory Wealth Management LLC Energy Sector Spdr Transaction History

Litman Gregory Wealth Management LLC

  • $1.1 Billion
  • Q1 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 5,188 shares of XLE stock, worth $460,486. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,188
Previous 5,039 2.96%
Holding current value
$460,486
Previous $422,000 15.88%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
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
2,032
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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