Ulrich Consultants & Investment Group, LLC Energy Sector Spdr Transaction History

Ulrich Consultants & Investment Group, LLC

  • $41.4 Million
  • Q2 2023

A detailed history of Ulrich Consultants & Investment Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ulrich Consultants & Investment Group, LLC holds 5,440 shares of XLE stock, worth $477,849. This represents 1.07% of its overall portfolio holdings.

Number of Shares
5,440
Previous 5,440 -0.0%
Holding current value
$477,849
Previous $450,000 2.0%
% of portfolio
1.07%
Previous 0.94%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 02, 2023
BUY
$76.09 - $94.08 $62,393 - $77,145
820 Added 17.75%
5,440 $475,000
Q2 2022

Aug 11, 2022
BUY
$70.66 - $92.28 $326,449 - $426,333
4,620 New
4,620 $330,000

Others Institutions Holding XLE

# of Institutions
2,050
Shares Held
238M
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
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