Pinnacle Family Advisors, LLC Energy Sector Spdr Transaction History

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q2 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 4,723 shares of XLE stock, worth $424,125. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,723
Holding current value
$424,125
% of portfolio
0.26%

Shares

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

Aug 14, 2024
BUY
$88.04 - $98.08 $415,812 - $463,231
4,723 New
4,723 $430,000
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $214,368 - $242,774
-2,640 Reduced 32.48%
5,487 $460,000
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $642,764 - $758,736
8,127 New
8,127 $734,000
Q3 2020

Nov 16, 2020
SELL
$29.95 - $38.58 $185,690 - $239,196
-6,200 Closed
0 $0
Q2 2020

Aug 12, 2020
BUY
$27.62 - $46.86 $171,244 - $290,532
6,200 New
6,200 $235,000

Others Institutions Holding XLE

# of Institutions
2,065
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email