Lji Wealth Management, LLC Energy Sector Spdr Transaction History

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,542 shares of XLE stock, worth $299,511. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,542
Previous 3,640 2.69%
Holding current value
$299,511
Previous $332 Million 6.26%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 06, 2024
SELL
$84.35 - $93.39 $8,266 - $9,152
-98 Reduced 2.69%
3,542 $311 Million
Q2 2024

Aug 12, 2024
BUY
$88.04 - $98.08 $320,465 - $357,011
3,640 New
3,640 $332 Million
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $2,598 - $2,942
-32 Reduced 0.97%
3,258 $273 Million
Q3 2023

Feb 02, 2024
BUY
$79.09 - $93.36 $31,636 - $37,344
400 Added 13.84%
3,290 $297 Million
Q2 2023

Feb 02, 2024
SELL
$76.59 - $87.23 $15,318 - $17,446
-200 Reduced 6.47%
2,890 $235 Million
Q1 2023

Feb 02, 2024
SELL
$76.97 - $93.11 $8,851 - $10,707
-115 Reduced 3.59%
3,090 $256 Million
Q4 2022

Jan 02, 2024
BUY
$76.09 - $94.08 $243,868 - $301,526
3,205 New
3,205 $280 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
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, 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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email