Valued Wealth Advisors LLC Energy Sector Spdr Transaction History

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024

A detailed history of Valued Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 11 shares of XLE stock, worth $1,069. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11
Previous 11 -0.0%
Holding current value
$1,069
Previous $960,000 2.81%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024
BUY
$88.04 - $98.08 $88 - $98
1 Added 10.0%
11 $960,000
Q4 2023

Jan 05, 2024
BUY
$81.2 - $91.96 $812 - $919
10 New
10 $929,000

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
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