Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Ser Tr Spdr S&P Oil & Gas Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$77.05 - $98.48 $26,582 - $33,975	-345 Reduced 49.5%	352 $28,000
Q1 2024 Apr 30, 2024	BUY	$77.41 - $93.09 $53,954 - $64,883	697 New	697 $64,000
Q4 2020 Feb 09, 2021	SELL	$26.0 - $47.95 $1,300 - $2,397	-50 Closed	0 $0
Q2 2020 Jul 02, 2020	BUY	$20.99 - $47.57 $1,049 - $2,378	50 New	50 $0

Others Institutions Holding XES

# of Institutions

Shares Held

874K

Call Options Held

10.6K

Put Options Held

17.5K

Wells Fargo & Company San Francisco, CA

171K
Shares

$11.7 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

162K
Shares

$11.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

93.3K
Shares

$6.37 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

58.2K
Shares

$3.98 Million
2.7% of portfolio
Bank Of America Corp Charlotte, NC

37.7K
Shares

$2.57 Million
0.0% of portfolio

View Full List

About SPDR SER TR SPDR S&P OIL & GAS

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