Schwarz Dygos Wheeler Investment Advisors LLC Energy Sector Spdr Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $369 Million
  • Q2 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 09, 2022
BUY
N/A
20,190 New
20,190 $1.44 Million
Q1 2022

May 11, 2022
SELL
N/A
-15,810 Closed
0 $0
Q4 2021

Feb 08, 2022
SELL
N/A
-200 Reduced 1.25%
15,810 $877,000
Q3 2021

Oct 21, 2021
BUY
N/A
25 Added 0.16%
16,010 $834,000
Q2 2021

Jul 28, 2021
SELL
N/A
-50 Reduced 0.31%
15,985 $861,000
Q1 2021

May 07, 2021
SELL
N/A
-103 Reduced 0.64%
16,035 $787,000
Q4 2020

Feb 12, 2021
BUY
N/A
452 Added 2.88%
16,138 $612,000
Q3 2020

Nov 03, 2020
SELL
N/A
-256 Reduced 1.61%
15,686 $470,000
Q2 2020

Jul 15, 2020
BUY
N/A
39 Added 0.25%
15,942 $564,000
Q1 2020

Apr 14, 2020
SELL
N/A
-5,945 Reduced 27.21%
15,903 $462,000
Q4 2019

Jan 09, 2020
BUY
N/A
4,859 Added 28.6%
21,848 $1.31 Million
Q3 2019

Nov 15, 2019
SELL
N/A
-325 Reduced 1.88%
16,989 $1.01 Million
Q2 2019

Nov 15, 2019
BUY
N/A
75 Added 0.44%
17,314 $1.1 Million
Q1 2019

Nov 15, 2019
BUY
N/A
230 Added 1.35%
17,239 $1.14 Million
Q4 2018

Nov 15, 2019
BUY
N/A
17,009 New
17,009 $975,000

Others Institutions Holding XLE

# of Institutions
2,062
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 Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email