Ever Source Wealth Advisors, LLC Energy Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 21,923 shares of XLE stock, worth $1.99 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
21,923
Previous 20,758 5.61%
Holding current value
$1.99 Million
Previous $1.82 Million 3.02%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Feb 07, 2025
BUY
$83.32 - $97.27 $97,067 - $113,319
1,165 Added 5.61%
21,923 $1.88 Million
Q3 2024

Nov 08, 2024
BUY
$84.35 - $93.39 $659,110 - $729,749
7,814 Added 60.37%
20,758 $1.82 Million
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $64,357 - $71,696
731 Added 5.99%
12,944 $1.18 Million
Q1 2024

Jun 11, 2024
BUY
$79.91 - $94.41 $271,614 - $320,899
3,399 Added 38.56%
12,213 $1.15 Million
Q4 2023

Feb 09, 2024
SELL
$81.2 - $91.96 $4.93 Million - $5.58 Million
-60,696 Reduced 87.32%
8,814 $738,000
Q3 2023

Nov 03, 2023
BUY
$79.09 - $93.36 $140,622 - $165,994
1,778 Added 2.63%
69,510 $6.28 Million
Q2 2023

Aug 04, 2023
SELL
$76.59 - $87.23 $382,796 - $435,975
-4,998 Reduced 6.87%
67,732 $5.5 Million
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $4.43 Million - $5.36 Million
57,577 Added 379.97%
72,730 $6.02 Million
Q4 2022

Feb 09, 2023
BUY
$76.09 - $94.08 $1.13 Million - $1.4 Million
14,860 Added 5071.67%
15,153 $1.33 Million
Q3 2022

Nov 07, 2022
BUY
$67.49 - $84.09 $3,509 - $4,372
52 Added 21.58%
293 $21,000
Q4 2021

Feb 07, 2022
BUY
$53.01 - $59.14 $12,775 - $14,252
241 New
241 $13,000

Others Institutions Holding XLE

# of Institutions
2,172
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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