Ars Wealth Advisors Group, LLC Energy Sector Spdr Transaction History

Ars Wealth Advisors Group, LLC

  • $682 Million
  • Q1 2025

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 3,160 shares of XLE stock, worth $257,192. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,160
Previous 3,250 2.77%
Holding current value
$257,192
Previous $278,000 5.04%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$85.7 - $93.96 $7,713 - $8,456
-90 Reduced 2.77%
3,160 $292,000
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
2,188
Shares Held
232M
Call Options Held
57.9M
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
Track This Portfolio

Track Ars Wealth Advisors Group, LLC Portfolio

Follow Ars Wealth Advisors Group, 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 Ars Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ars Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email