Long View Wealth Management Energy Sector Spdr Transaction History

Long View Wealth Management

  • $271 Billion
  • Q2 2024

A detailed history of Long View Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Long View Wealth Management holds 2,229 shares of XLE stock, worth $207,742. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,229
Previous 2,277 2.11%
Holding current value
$207,742
Previous $215 Million 5.48%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 22, 2024
SELL
$88.04 - $98.08 $4,225 - $4,707
-48 Reduced 2.11%
2,229 $203 Million
Q1 2024

Apr 16, 2024
BUY
$79.91 - $94.41 $181,955 - $214,971
2,277 New
2,277 $215 Million

Others Institutions Holding XLE

# of Institutions
2,060
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management 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 Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email