Redwood Wealth Management Group, LLC Energy Sector Spdr Transaction History

Redwood Wealth Management Group, LLC

$205 Billion
Q4 2024

A detailed history of Redwood Wealth Management Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Redwood Wealth Management Group, LLC holds 6,443 shares of XLE stock, worth $580,321. This represents 0.27% of its overall portfolio holdings.

Number of Shares

6,443

Previous 4,825 33.53%

Holding current value

$580,321

Previous $424 Million 30.26%

% of portfolio

0.27%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$83.32 - $97.27 $134,811 - $157,382	1,618 Added 33.53%	6,443 $552 Million
Q3 2024 Nov 13, 2024	BUY	$84.35 - $93.39 $319,433 - $353,667	3,787 Added 364.84%	4,825 $424 Million
Q2 2024 Aug 09, 2024	BUY	$88.04 - $98.08 $91,385 - $101,807	1,038 New	1,038 $94.6 Million
Q4 2023 Jan 25, 2024	BUY	$81.2 - $91.96 $30,450 - $34,485	375 Added 11.09%	3,756 $315 Million
Q3 2023 Oct 18, 2023	SELL	$79.09 - $93.36 $7,197 - $8,495	-91 Reduced 2.62%	3,381 $306 Million
Q1 2023 Apr 19, 2023	SELL	$76.97 - $93.11 $2,001 - $2,420	-26 Reduced 0.74%	3,472 $288 Million
Q4 2022 Feb 01, 2023	BUY	$76.09 - $94.08 $266,162 - $329,091	3,498 New	3,498 $306 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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Redwood Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redwood Wealth Management Group, LLC with notifications on news.

Account

Redwood Wealth Management Group, LLC Energy Sector Spdr Transaction History