A detailed history of Ritter Daniher Financial Advisory LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 1,229 shares of XLE stock, worth $119,544. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,229
Previous 1,219 0.82%
Holding current value
$119,544
Previous $111,000 3.6%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$84.35 - $93.39 $843 - $933
10 Added 0.82%
1,229 $107,000
Q2 2024

Aug 12, 2024

BUY
$88.04 - $98.08 $792 - $882
9 Added 0.74%
1,219 $111,000
Q1 2024

May 13, 2024

BUY
$79.91 - $94.41 $92,695 - $109,515
1,160 Added 2320.0%
1,210 $114,000
Q3 2023

Nov 09, 2023

BUY
$79.09 - $93.36 $3,954 - $4,668
50 New
50 $4,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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