Wealth Alliance Advisory Group, LLC Energy Sector Spdr Transaction History

Wealth Alliance Advisory Group, LLC

$411 Million
Q2 2024

A detailed history of Wealth Alliance Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 5,010 shares of XLE stock, worth $428,805. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,010

Previous 5,444 7.97%

Holding current value

$428,805

Previous $513,000 11.11%

% of portfolio

0.11%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$88.04 - $98.08 $38,209 - $42,566	-434 Reduced 7.97%	5,010 $456,000
Q1 2024 Apr 15, 2024	BUY	$79.91 - $94.41 $65,526 - $77,416	820 Added 17.73%	5,444 $513,000
Q3 2023 Oct 10, 2023	BUY	$79.09 - $93.36 $22,936 - $27,074	290 Added 6.69%	4,624 $417,000
Q2 2023 Jul 13, 2023	BUY	$76.59 - $87.23 $331,941 - $378,054	4,334 New	4,334 $351,000
Q4 2022 Jan 17, 2023	BUY	$76.09 - $94.08 $103,254 - $127,666	1,357 Added 16.83%	9,418 $0
Q3 2022 Oct 12, 2022	SELL	$67.49 - $84.09 $153,742 - $191,557	-2,278 Reduced 22.03%	8,061 $581,000
Q2 2022 Jul 08, 2022	BUY	$70.66 - $92.28 $70 - $92	1 Added 0.01%	10,339 $739,000
Q1 2022 Apr 18, 2022	BUY	$57.22 - $78.75 $231,912 - $319,173	4,053 Added 64.49%	10,338 $790,000
Q4 2021 Jan 13, 2022	BUY	$53.01 - $59.14 $333,167 - $371,694	6,285 New	6,285 $349,000

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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Wealth Alliance Advisory Group, LLC Energy Sector Spdr Transaction History