Vivid Wealth Management, LLC Energy Sector Spdr Transaction History

Vivid Wealth Management, LLC

  • $198 Billion
  • Q4 2024

A detailed history of Vivid Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Vivid Wealth Management, LLC holds 40,270 shares of XLE stock, worth $3.66 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
40,270
Previous 39,731 1.36%
Holding current value
$3.66 Million
Previous $3.49 Billion 1.11%
% of portfolio
1.75%
Previous 1.82%

Shares

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

Jan 30, 2025
BUY
$83.32 - $97.27 $44,909 - $52,428
539 Added 1.36%
40,270 $3.45 Billion
Q3 2024

Oct 24, 2024
BUY
$84.35 - $93.39 $243,602 - $269,710
2,888 Added 7.84%
39,731 $3.49 Billion
Q2 2024

Jul 25, 2024
BUY
$88.04 - $98.08 $22,538 - $25,108
256 Added 0.7%
36,843 $3.36 Billion
Q1 2024

Apr 15, 2024
BUY
$79.91 - $94.41 $37,557 - $44,372
470 Added 1.3%
36,587 $3.45 Billion
Q4 2023

Jan 26, 2024
BUY
$81.2 - $91.96 $2.93 Million - $3.32 Million
36,117 New
36,117 $3.03 Billion

Others Institutions Holding XLE

# of Institutions
2,171
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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