Capstone Financial Advisors, Inc. Energy Sector Spdr Transaction History

Capstone Financial Advisors, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Capstone Financial Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 2,806 shares of XLE stock, worth $256,215. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,806
Previous 2,255 24.43%
Holding current value
$256,215
Previous $205,000 20.0%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$84.35 - $93.39 $46,476 - $51,457
551 Added 24.43%
2,806 $246,000
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $198,530 - $221,170
2,255 New
2,255 $205,000

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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