Dynasty Wealth Management, LLC Energy Sector Spdr Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 666,888 shares of XLE stock, worth $59.4 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
666,888
Holding current value
$59.4 Million
% of portfolio
0.99%

Shares

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

Feb 05, 2025
BUY
$83.32 - $97.27 $55.6 Million - $64.9 Million
666,888 New
666,888 $57.1 Billion
Q2 2024

Aug 12, 2024
BUY
$88.04 - $98.08 $51.1 Million - $57 Million
580,682 New
580,682 $52.9 Billion

Others Institutions Holding XLE

# of Institutions
2,125
Shares Held
237M
Call Options Held
48M
Put Options Held
110M
View Full List

About ENERGY SECTOR SPDR

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

Track Dynasty Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email