Strata Wealth Advisors, LLC Energy Sector Spdr Transaction History

Strata Wealth Advisors, LLC

  • $290 Billion
  • Q2 2024

A detailed history of Strata Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 4,631 shares of XLE stock, worth $403,545. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,631
Previous 4,631 -0.0%
Holding current value
$403,545
Previous $437 Million 3.45%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$79.91 - $94.41 $30,205 - $35,686
-378 Reduced 7.55%
4,631 $437 Million
Q3 2023

Oct 26, 2023
BUY
$79.09 - $93.36 $396,161 - $467,640
5,009 New
5,009 $453 Million

Others Institutions Holding XLE

# of Institutions
2,064
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
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