Frg Family Wealth Advisors LLC Energy Sector Spdr Transaction History

Frg Family Wealth Advisors LLC

  • $533 Million
  • Q4 2024

A detailed history of Frg Family Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 6,080 shares of XLE stock, worth $541,910. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,080
Previous 6,080 -0.0%
Holding current value
$541,910
Previous $533,000 2.44%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 15, 2024
BUY
$84.35 - $93.39 $15,182 - $16,810
180 Added 3.05%
6,080 $533,000
Q2 2024

Aug 07, 2024
BUY
$88.04 - $98.08 $8,804 - $9,808
100 Added 1.72%
5,900 $537,000
Q3 2023

Oct 11, 2023
SELL
$79.09 - $93.36 $39,545 - $46,680
-500 Reduced 7.94%
5,800 $524,000
Q4 2022

Jan 25, 2023
BUY
$76.09 - $94.08 $479,367 - $592,704
6,300 New
6,300 $0
Q2 2022

Jul 11, 2022
SELL
$70.66 - $92.28 $185,482 - $242,235
-2,625 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$57.22 - $78.75 $150,202 - $206,718
2,625 New
2,625 $201,000

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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