New Wave Wealth Advisors LLC Energy Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 2,329 shares of XLE stock, worth $189,883. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,329
Previous 2,863 18.65%
Holding current value
$189,883
Previous $245 Million 11.25%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$85.7 - $93.96 $45,763 - $50,174
-534 Reduced 18.65%
2,329 $218 Million
Q4 2024

Jan 23, 2025
SELL
$83.32 - $97.27 $146,309 - $170,806
-1,756 Reduced 38.02%
2,863 $245 Million
Q2 2024

Aug 27, 2024
BUY
$88.04 - $98.08 $406,656 - $453,031
4,619 New
4,619 $421 Million

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC 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 New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email