Pacific Capital Wealth Advisors, Inc Energy Sector Spdr Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 2,085 shares of XLE stock, worth $197,512. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,085
Previous 2,085 -0.0%
Holding current value
$197,512
Previous $190,000 3.68%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 06, 2024
BUY
$88.04 - $98.08 $164,898 - $183,703
1,873 Added 883.49%
2,085 $190,000
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $17,214 - $19,495
212 New
212 $17,000

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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