One Ascent Financial Services LLC Energy Sector Spdr Transaction History

One Ascent Financial Services LLC

  • $1.18 Billion
  • Q4 2024

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 $401,659. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,935
Holding current value
$401,659
% 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

# of Institutions
2,188
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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