New Wave Wealth Advisors LLC Energy Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 2,863 shares of XLE stock, worth $260,332. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,863
Previous 4,619 38.02%
Holding current value
$260,332
Previous $406 Million 39.53%
% of portfolio
0.1%
Previous 0.19%

Shares

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

Jan 23, 2025
SELL
$83.32 - $97.27 $146,309 - $170,806
-1,756 Reduced 38.02%
2,863 $245 Million
Q2 2024

Aug 27, 2024
BUY
$88.04 - $98.08 $406,656 - $453,031
4,619 New
4,619 $421 Million

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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