Iams Wealth Management, LLC Energy Sector Spdr Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 6,454 shares of XLE stock, worth $589,314. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,454
Previous 6,758 4.5%
Holding current value
$589,314
Previous $593 Million 6.82%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Jan 23, 2025
SELL
$83.32 - $97.27 $25,329 - $29,570
-304 Reduced 4.5%
6,454 $553 Million
Q2 2024

Aug 05, 2024
BUY
$88.04 - $98.08 $594,974 - $662,824
6,758 New
6,758 $616 Million
Q4 2023

Feb 07, 2024
BUY
$81.2 - $91.96 $28,420 - $32,185
350 Added 15.6%
2,594 $217 Million
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $177,477 - $209,499
2,244 New
2,244 $203 Million
Q1 2023

Oct 30, 2023
BUY
$76.97 - $93.11 $121,381 - $146,834
1,577 Added 63.28%
4,069 $335 Million
Q4 2022

Oct 27, 2023
BUY
$76.09 - $94.08 $189,616 - $234,447
2,492 New
2,492 $218 Million

Others Institutions Holding XLE

# of Institutions
2,043
Shares Held
232M
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
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