Org Wealth Partners, LLC Energy Sector Spdr Transaction History

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 284 shares of XLE stock, worth $25,579. This represents 0.02% of its overall portfolio holdings.

Number of Shares
284
Previous 331 14.2%
Holding current value
$25,579
Previous $29.1 Million 99.92%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 10, 2025
SELL
$83.32 - $97.27 $3,916 - $4,571
-47 Reduced 14.2%
284 $24,000
Q3 2024

Oct 11, 2024
BUY
$84.35 - $93.39 $27,919 - $30,912
331 New
331 $29.1 Million

Others Institutions Holding XLE

# of Institutions
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

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