Lake Hills Wealth Management, LLC Energy Sector Spdr Transaction History

Lake Hills Wealth Management, LLC

  • $149 Million
  • Q3 2024

A detailed history of Lake Hills Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 70,230 shares of XLE stock, worth $5.94 Million. This represents 4.13% of its overall portfolio holdings.

Number of Shares
70,230
Previous 65,103 7.88%
Holding current value
$5.94 Million
Previous $5.93 Million 3.91%
% of portfolio
4.13%
Previous 4.26%

Shares

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

Oct 10, 2024
BUY
$84.35 - $93.39 $432,462 - $478,810
5,127 Added 7.88%
70,230 $6.17 Million
Q2 2024

Jul 09, 2024
BUY
$88.04 - $98.08 $272,219 - $303,263
3,092 Added 4.99%
65,103 $5.93 Million
Q1 2024

Apr 04, 2024
BUY
$79.91 - $94.41 $2.59 Million - $3.06 Million
32,379 Added 109.27%
62,011 $5.85 Million
Q4 2023

Jan 22, 2024
BUY
$81.2 - $91.96 $610,380 - $691,263
7,517 Added 33.99%
29,632 $2.48 Million
Q3 2023

Oct 16, 2023
SELL
$79.09 - $93.36 $14,315 - $16,898
-181 Reduced 0.81%
22,115 $2 Million
Q2 2023

Aug 04, 2023
BUY
$76.59 - $87.23 $1.71 Million - $1.94 Million
22,296 New
22,296 $1.81 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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