Revolve Wealth Partners, LLC Energy Sector Spdr Transaction History

Revolve Wealth Partners, LLC

$626 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	SELL	$88.04 - $98.08 $12,413 - $13,829	-141 Reduced 5.4%	2,471 $225,000
Q1 2024 Apr 15, 2024	BUY	$79.91 - $94.41 $6,632 - $7,836	83 Added 3.28%	2,612 $246,000
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $162 - $183	2 Added 0.08%	2,529 $212,000
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $2,689 - $3,174	-34 Reduced 1.33%	2,527 $228,000
Q2 2023 Jul 20, 2023	BUY	$76.59 - $87.23 $229 - $261	3 Added 0.12%	2,561 $207,000
Q1 2023 Apr 06, 2023	SELL	$76.97 - $93.11 $7,004 - $8,473	-91 Reduced 3.44%	2,558 $211,000
Q4 2022 Jan 17, 2023	BUY	$76.09 - $94.08 $201,562 - $249,217	2,649 New	2,649 $0
Q2 2022 Jul 11, 2022	SELL	$70.66 - $92.28 $26,850 - $35,066	-380 Reduced 11.2%	3,014 $216,000
Q1 2022 Apr 19, 2022	BUY	$57.22 - $78.75 $194,204 - $267,277	3,394 New	3,394 $259,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.66 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.5 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.26 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$704 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$683 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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