Pinnacle Family Advisors, LLC Energy Sector Spdr Transaction History

Pinnacle Family Advisors, LLC

  • $183 Million
  • Q4 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 4,290 shares of XLE stock, worth $398,240. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,290
Holding current value
$398,240
% of portfolio
0.2%

Shares

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

Feb 14, 2025
BUY
$83.32 - $97.27 $357,442 - $417,288
4,290 New
4,290 $367,000
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
2,180
Shares Held
231M
Call Options Held
58M
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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