Keystone Wealth Services, LLC Energy Sector Spdr Transaction History

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 7,335 shares of XLE stock, worth $683,842. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,335
Previous 5,928 23.73%
Holding current value
$683,842
Previous $520,000 20.77%
% of portfolio
0.18%
Previous 0.15%

Shares

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

Feb 06, 2025
BUY
$83.32 - $97.27 $117,231 - $136,858
1,407 Added 23.73%
7,335 $628,000
Q3 2024

Oct 15, 2024
BUY
$84.35 - $93.39 $500,026 - $553,615
5,928 New
5,928 $520,000

Others Institutions Holding XLE

# of Institutions
2,179
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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