Life Plan Financial, LLC Energy Sector Spdr Transaction History

Life Plan Financial, LLC

  • $113 Billion
  • Q4 2024

A detailed history of Life Plan Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Life Plan Financial, LLC holds 28,276 shares of XLE stock, worth $2.53 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
28,276
Previous 29,974 5.66%
Holding current value
$2.53 Million
Previous $2.63 Billion 7.96%
% of portfolio
2.14%
Previous 2.26%

Shares

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

Jan 16, 2025
SELL
$83.32 - $97.27 $141,477 - $165,164
-1,698 Reduced 5.66%
28,276 $2.42 Billion
Q3 2024

Oct 03, 2024
SELL
$84.35 - $93.39 $82,325 - $91,148
-976 Reduced 3.15%
29,974 $2.63 Billion
Q2 2024

Jul 30, 2024
SELL
$88.04 - $98.08 $69,023 - $76,894
-784 Reduced 2.47%
30,950 $2.82 Billion
Q1 2024

Apr 30, 2024
SELL
$79.91 - $94.41 $116,668 - $137,838
-1,460 Reduced 4.4%
31,734 $3 Billion
Q4 2023

Jan 30, 2024
BUY
$81.2 - $91.96 $2.7 Million - $3.05 Million
33,194 New
33,194 $2.78 Billion

Others Institutions Holding XLE

# of Institutions
2,172
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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