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 $42,285. This represents 0.02% of its overall portfolio holdings.

Number of Shares
500
Previous 400 25.0%
Holding current value
$42,285
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
2,027
Shares Held
236M
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
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, 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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email