Zrc Wealth Management, LLC Energy Sector Spdr Transaction History

Zrc Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Zrc Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 500 shares of XLE stock, worth $48,635. This represents 0.02% of its overall portfolio holdings.

Number of Shares
500
Previous 400 25.0%
Holding current value
$48,635
Previous $36.5 Million 20.41%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$84.35 - $93.39 $8,435 - $9,339
100 Added 25.0%
500 $43.9 Million
Q1 2024

Apr 19, 2024
SELL
$79.91 - $94.41 $17,180 - $20,298
-215 Reduced 34.96%
400 $37.8 Million
Q4 2023

Jan 16, 2024
BUY
$81.2 - $91.96 $49,938 - $56,555
615 New
615 $55.6 Million

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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