One Ascent Wealth Management LLC Energy Sector Spdr Transaction History

One Ascent Wealth Management LLC

  • $261 Million
  • Q1 2024

A detailed history of One Ascent Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 4,868 shares of XLE stock, worth $443,620. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,868
Previous 8,979 45.78%
Holding current value
$443,620
Previous $753,000 38.91%
% of portfolio
0.18%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$79.91 - $94.41 $328,510 - $388,119
-4,111 Reduced 45.78%
4,868 $460,000
Q4 2023

Jan 11, 2024
BUY
$81.2 - $91.96 $729,094 - $825,708
8,979 New
8,979 $753,000

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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