Modern Wealth Management, LLC Energy Sector Spdr Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 15,066 shares of XLE stock, worth $1.44 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,066
Previous 15,184 0.78%
Holding current value
$1.44 Million
Previous $1.38 Billion 4.43%
% of portfolio
0.08%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$84.35 - $93.39 $9,953 - $11,020
-118 Reduced 0.78%
15,066 $1.32 Billion
Q2 2024

Aug 07, 2024
BUY
$88.04 - $98.08 $23,946 - $26,677
272 Added 1.82%
15,184 $1.38 Billion
Q1 2024

May 13, 2024
BUY
$79.91 - $94.41 $946,693 - $1.12 Million
11,847 Added 386.53%
14,912 $1.4 Billion
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $248,878 - $281,857
3,065 New
3,065 $257 Million

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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