Ulrich Consultants & Investment Group, LLC Energy Sector Spdr Transaction History

Ulrich Consultants & Investment Group, LLC

  • $41.4 Million
  • Q2 2023

A detailed history of Ulrich Consultants & Investment Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ulrich Consultants & Investment Group, LLC holds 5,440 shares of XLE stock, worth $524,089. This represents 1.07% of its overall portfolio holdings.

Number of Shares
5,440
Previous 5,440 -0.0%
Holding current value
$524,089
Previous $450,000 2.0%
% of portfolio
1.07%
Previous 0.94%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 02, 2023
BUY
$76.09 - $94.08 $62,393 - $77,145
820 Added 17.75%
5,440 $475,000
Q2 2022

Aug 11, 2022
BUY
$70.66 - $92.28 $326,449 - $426,333
4,620 New
4,620 $330,000

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Ulrich Consultants & Investment Group, LLC Portfolio

Follow Ulrich Consultants & Investment Group, 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 Ulrich Consultants & Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ulrich Consultants & Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email