Holistic Planning, LLC Energy Sector Spdr Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 27,459 shares of XLE stock, worth $2.41 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
27,459
Previous 10,667 157.42%
Holding current value
$2.41 Million
Previous $937 Million 151.15%
% of portfolio
0.85%
Previous 0.4%

Shares

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

Jan 24, 2025
BUY
$83.32 - $97.27 $1.4 Million - $1.63 Million
16,792 Added 157.42%
27,459 $2.35 Billion
Q3 2024

Nov 01, 2024
BUY
$84.35 - $93.39 $899,761 - $996,191
10,667 New
10,667 $937 Million

Others Institutions Holding XLE

# of Institutions
2,076
Shares Held
234M
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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