Wr Wealth Planners, LLC Energy Sector Spdr Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 351 shares of XLE stock, worth $31,084. This represents 0.01% of its overall portfolio holdings.

Number of Shares
351
Previous 448 21.65%
Holding current value
$31,084
Previous $39,000 23.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 05, 2025
SELL
$83.32 - $97.27 $8,082 - $9,435
-97 Reduced 21.65%
351 $30,000
Q3 2024

Oct 17, 2024
BUY
$84.35 - $93.39 $253 - $280
3 Added 0.67%
448 $39,000
Q2 2024

Jul 31, 2024
SELL
$88.04 - $98.08 $2,641 - $2,942
-30 Reduced 6.32%
445 $40,000
Q1 2024

Jul 31, 2024
BUY
$79.91 - $94.41 $37,957 - $44,844
475 New
475 $44,000
Q3 2023

Aug 01, 2024
SELL
$79.09 - $93.36 $2,609 - $3,080
-33 Reduced 2.2%
1,467 $133 Million
Q2 2023

Aug 01, 2024
BUY
$76.59 - $87.23 $80,802 - $92,027
1,055 Added 237.08%
1,500 $122 Million
Q1 2023

Aug 01, 2024
BUY
$76.97 - $93.11 $66,579 - $80,540
865 Added 194.38%
1,310 $108 Million
Q4 2022

Oct 10, 2024
SELL
$76.09 - $94.08 $469,399 - $580,379
-6,169 Reduced 70.79%
2,546 $223 Million
Q3 2022

Oct 10, 2024
BUY
$67.49 - $84.09 $558,142 - $695,424
8,270 Added 1858.43%
8,715 $628 Million
Q2 2022

Oct 17, 2024
SELL
$70.66 - $92.28 $25,720 - $33,589
-364 Reduced 3.58%
9,803 $701 Million
Q1 2022

Oct 17, 2024
BUY
$57.22 - $78.75 $556,121 - $765,371
9,719 Added 2169.42%
10,167 $777 Million

Others Institutions Holding XLE

# of Institutions
2,096
Shares Held
236M
Call Options Held
45.8M
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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email