Aaron Wealth Advisors LLC Energy Sector Spdr Transaction History

Aaron Wealth Advisors LLC

  • $854 Million
  • Q4 2024

A detailed history of Aaron Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 2,699 shares of XLE stock, worth $246,445. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,699
Previous 2,755 2.03%
Holding current value
$246,445
Previous $241,000 4.15%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 15, 2025
SELL
$83.32 - $97.27 $4,665 - $5,447
-56 Reduced 2.03%
2,699 $231,000
Q3 2024

Oct 17, 2024
BUY
$84.35 - $93.39 $8,350 - $9,245
99 Added 3.73%
2,755 $241,000
Q1 2023

May 02, 2023
SELL
$76.97 - $93.11 $100,676 - $121,787
-1,308 Reduced 33.0%
2,656 $219,000
Q4 2022

Jan 24, 2023
BUY
$76.09 - $94.08 $301,620 - $372,933
3,964 New
3,964 $0
Q2 2022

Jul 22, 2022
SELL
$70.66 - $92.28 $3.89 Million - $5.08 Million
-55,036 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $3.15 Million - $4.33 Million
55,036 New
55,036 $720,000

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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