Wealth Alliance Advisory Group, LLC Energy Sector Spdr Transaction History

Wealth Alliance Advisory Group, LLC

  • $439 Million
  • Q4 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 2,598 shares of XLE stock, worth $234,001. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,598
Previous 5,010 48.14%
Holding current value
$234,001
Previous $439,000 49.43%
% of portfolio
0.05%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$83.32 - $97.27 $200,967 - $234,615
-2,412 Reduced 48.14%
2,598 $222,000
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
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

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

Track Wealth Alliance Advisory Group, LLC Portfolio

Follow Wealth Alliance Advisory 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 Wealth Alliance Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email