Mark Sheptoff Financial Planning, LLC Energy Sector Spdr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $176 Million
  • Q2 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 307 shares of XLE stock, worth $26,751. This represents 0.02% of its overall portfolio holdings.

Number of Shares
307
Previous 170 80.59%
Holding current value
$26,751
Previous $16,000 68.75%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 12, 2024
BUY
$88.04 - $98.08 $12,061 - $13,436
137 Added 80.59%
307 $27,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $12,935 - $15,993
170 New
170 $14,000

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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