Beacon Bridge Wealth Partners, LLC Energy Sector Spdr Transaction History

Beacon Bridge Wealth Partners, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 9,812 shares of XLE stock, worth $829,702. This represents 0.37% of its overall portfolio holdings.

Number of Shares
9,812
Previous 8,439 16.27%
Holding current value
$829,702
Previous $769 Million 12.0%
% of portfolio
0.37%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$84.35 - $93.39 $115,812 - $128,224
1,373 Added 16.27%
9,812 $861 Million
Q2 2024

Aug 02, 2024
BUY
$88.04 - $98.08 $111,898 - $124,659
1,271 Added 17.73%
8,439 $769 Million
Q1 2024

May 03, 2024
BUY
$79.91 - $94.41 $169,409 - $200,149
2,120 Added 42.0%
7,168 $677 Million
Q4 2023

Feb 09, 2024
BUY
$81.2 - $91.96 $409,897 - $464,214
5,048 New
5,048 $423 Million

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
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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