Heritage Oak Wealth Advisors LLC Energy Sector Spdr Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,619 shares of XLE stock, worth $421,760. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,619
Holding current value
$421,760
% of portfolio
0.19%

Shares

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

Oct 23, 2024
BUY
$84.35 - $93.39 $389,612 - $431,368
4,619 New
4,619 $406 Million

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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