Apex Wealth Management, LLC Energy Sector Spdr Transaction History

Apex Wealth Management, LLC

  • $116 Billion
  • Q4 2024

A detailed history of Apex Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,640 shares of XLE stock, worth $327,854. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,640
Holding current value
$327,854
% of portfolio
0.27%

Shares

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

Feb 14, 2025
BUY
$83.32 - $97.27 $303,284 - $354,062
3,640 New
3,640 $312 Million

Others Institutions Holding XLE

# of Institutions
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

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

Track Apex Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email