Long Run Wealth Advisors, LLC Energy Sector Spdr Transaction History

Long Run Wealth Advisors, LLC

$420 Million
Q3 2024

A detailed history of Long Run Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 71,191 shares of XLE stock, worth $6.53 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

71,191

Previous 60,552 17.57%

Holding current value

$6.53 Million

Previous $5.52 Million 13.25%

% of portfolio

1.49%

Previous 1.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$84.35 - $93.39 $897,399 - $993,576	10,639 Added 17.57%	71,191 $6.25 Million
Q2 2024 Jul 19, 2024	BUY	$88.04 - $98.08 $2.52 Million - $2.8 Million	28,584 Added 89.41%	60,552 $5.52 Million
Q1 2024 Apr 24, 2024	BUY	$79.91 - $94.41 $135,047 - $159,552	1,690 Added 5.58%	31,968 $3.02 Million
Q4 2023 Jan 10, 2024	BUY	$81.2 - $91.96 $138,283 - $156,607	1,703 Added 5.96%	30,278 $2.54 Million
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $19,218 - $22,686	-243 Reduced 0.84%	28,575 $2.58 Million
Q2 2023 Jul 17, 2023	BUY	$76.59 - $87.23 $23,589 - $26,866	308 Added 1.08%	28,818 $2.34 Million
Q1 2023 Apr 21, 2023	SELL	$76.97 - $93.11 $2.09 Million - $2.53 Million	-27,165 Reduced 48.79%	28,510 $2.36 Million
Q4 2022 Jan 26, 2023	SELL	$76.09 - $94.08 $26,631 - $32,928	-350 Reduced 0.62%	55,675 $0
Q3 2022 Nov 09, 2022	BUY	$67.49 - $84.09 $76,668 - $95,526	1,136 Added 2.07%	56,025 $4.04 Million
Q2 2022 Jul 19, 2022	SELL	$70.66 - $92.28 $142,874 - $186,590	-2,022 Reduced 3.55%	54,889 $3.93 Million
Q1 2022 Apr 27, 2022	SELL	$57.22 - $78.75 $147,112 - $202,466	-2,571 Reduced 4.32%	56,911 $4.36 Million
Q4 2021 Jan 21, 2022	BUY	$53.01 - $59.14 $3.15 Million - $3.52 Million	59,482 New	59,482 $3.27 Million

Others Institutions Holding XLE

# of Institutions

2,038

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Long Run Wealth Advisors, LLC Energy Sector Spdr Transaction History