Holistic Planning, LLC Energy Sector Spdr Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Holistic Planning, LLC holds 10,667 shares of XLE stock, worth $902,854. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,667
Holding current value
$902,854
% of portfolio
0.4%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,027
Shares Held
236M
Call Options Held
45.7M
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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