Drive Wealth Management, LLC Energy Sector Spdr Transaction History

Drive Wealth Management, LLC

  • $388 Million
  • Q4 2024

A detailed history of Drive Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 8,495 shares of XLE stock, worth $742,717. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,495
Previous 5,682 49.51%
Holding current value
$742,717
Previous $498,000 45.98%
% of portfolio
0.19%
Previous 0.13%

Shares

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

Jan 21, 2025
BUY
$83.32 - $97.27 $234,379 - $273,620
2,813 Added 49.51%
8,495 $727,000
Q3 2024

Nov 07, 2024
BUY
$84.35 - $93.39 $479,276 - $530,641
5,682 New
5,682 $498,000

Others Institutions Holding XLE

# of Institutions
2,174
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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