Icon Wealth Advisors, LLC Energy Sector Spdr Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,333 shares of XLE stock, worth $112,825. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,333
Previous 3,911 65.92%
Holding current value
$112,825
Previous $356,000 67.13%
% of portfolio
0.0%
Previous 0.03%

Shares

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

Nov 14, 2024
BUY
$84.35 - $93.39 $320,445 - $354,788
3,799 Added 285.0%
5,132 $450,000
Q3 2024

Nov 12, 2024
SELL
$84.35 - $93.39 $217,454 - $240,759
-2,578 Reduced 65.92%
1,333 $117,000
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $123,167 - $137,213
1,399 Added 55.69%
3,911 $356,000
Q1 2024

May 15, 2024
BUY
$79.91 - $94.41 $79,910 - $94,410
1,000 Added 66.14%
2,512 $237,000
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $75,597 - $85,614
-931 Reduced 38.11%
1,512 $126,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $22,522 - $27,847
296 Added 13.79%
2,443 $213,000
Q3 2022

Jan 25, 2023
BUY
$67.49 - $84.09 $144,901 - $180,541
2,147 New
2,147 $155,000

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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