A detailed history of One Ascent Financial Services LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 4,935 shares of XLE stock, worth $444,495. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,935
Holding current value
$444,495
% of portfolio
0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$83.32 - $97.27 $411,184 - $480,027
4,935 New
4,935 $423,000
Q2 2024

Jul 17, 2024

BUY
$88.04 - $98.08 $825,375 - $919,500
9,375 New
9,375 $855,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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