Vertex Planning Partners, LLC Energy Sector Spdr Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,058 shares of XLE stock, worth $542,493. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,058
Previous 4,911 23.36%
Holding current value
$542,493
Previous $412 Million 38.91%
% of portfolio
0.16%
Previous 0.12%

Shares

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

May 13, 2024
BUY
$79.91 - $94.41 $91,656 - $108,288
1,147 Added 23.36%
6,058 $572 Million
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $398,773 - $451,615
4,911 New
4,911 $412 Million
Q4 2022

Feb 06, 2023
BUY
$82.68 - $94.08 $406,950 - $463,061
4,922 New
4,922 $430 Million

Others Institutions Holding XLE

# of Institutions
2,031
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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