Dynamic Wealth Strategies, LLC Energy Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

  • $112 Million
  • Q4 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,588 shares of XLE stock, worth $240,321. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,588
Previous 3,241 20.15%
Holding current value
$240,321
Previous $285,000 22.46%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Feb 13, 2025
SELL
$83.32 - $97.27 $54,407 - $63,517
-653 Reduced 20.15%
2,588 $221,000
Q3 2024

Nov 13, 2024
SELL
$84.35 - $93.39 $26,570 - $29,417
-315 Reduced 8.86%
3,241 $285,000
Q2 2024

Aug 15, 2024
SELL
$88.04 - $98.08 $248,801 - $277,174
-2,826 Reduced 44.28%
3,556 $324,000
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $43,391 - $51,264
-543 Reduced 7.84%
6,382 $603,000
Q4 2023

Feb 13, 2024
BUY
$81.2 - $91.96 $562,310 - $636,823
6,925 New
6,925 $581 Million

Others Institutions Holding XLE

# of Institutions
2,171
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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