A detailed history of Omni 360 Wealth, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 5,025 shares of XLE stock, worth $463,254. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,025
Previous 4,926 2.01%
Holding current value
$463,254
Previous $465 Million 1.51%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Jul 19, 2024

BUY
$88.04 - $98.08 $8,715 - $9,709
99 Added 2.01%
5,025 $458 Million
Q1 2024

Apr 19, 2024

BUY
$79.91 - $94.41 $49,384 - $58,345
618 Added 14.35%
4,926 $465 Million
Q4 2023

Feb 08, 2024

BUY
$81.2 - $91.96 $349,809 - $396,163
4,308 New
4,308 $361 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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