Turtle Creek Wealth Advisors, LLC Energy Sector Spdr Transaction History

Turtle Creek Wealth Advisors, LLC

  • $432 Billion
  • Q2 2024

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 3,111 shares of XLE stock, worth $273,736. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,111
Previous 2,411 29.03%
Holding current value
$273,736
Previous $228 Million 24.58%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$88.04 - $98.08 $61,628 - $68,656
700 Added 29.03%
3,111 $284 Million
Q1 2024

Apr 30, 2024
SELL
$79.91 - $94.41 $1.42 Million - $1.67 Million
-17,726 Reduced 88.03%
2,411 $228 Million
Q4 2023

Jan 26, 2024
BUY
$81.2 - $91.96 $1.64 Million - $1.85 Million
20,137 New
20,137 $1.69 Billion

Others Institutions Holding XLE

# of Institutions
2,044
Shares Held
237M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, 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 Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email