Ars Wealth Advisors Group, LLC Energy Sector Spdr Transaction History

Ars Wealth Advisors Group, LLC

  • $714 Million
  • Q4 2024

A detailed history of Ars Wealth Advisors Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 3,250 shares of XLE stock, worth $300,690. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,250
Previous 3,549 8.42%
Holding current value
$300,690
Previous $311,000 10.61%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 14, 2025
SELL
$83.32 - $97.27 $24,912 - $29,083
-299 Reduced 8.42%
3,250 $278,000
Q3 2024

Oct 15, 2024
BUY
$84.35 - $93.39 $23,871 - $26,429
283 Added 8.67%
3,549 $311,000
Q2 2024

Jul 19, 2024
SELL
$88.04 - $98.08 $264 - $294
-3 Reduced 0.09%
3,266 $297,000
Q1 2024

May 13, 2024
BUY
$79.91 - $94.41 $54,338 - $64,198
680 Added 26.26%
3,269 $308,000
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $210,226 - $238,084
2,589 New
2,589 $217,000

Others Institutions Holding XLE

# of Institutions
2,179
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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