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 $677,974. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,335
Previous 5,928 23.73%
Holding current value
$677,974
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
2,185
Shares Held
232M
Call Options Held
57.9M
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
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email