Wcg Wealth Advisors LLC Energy Sector Spdr Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 11,516 shares of XLE stock, worth $1.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,516
Holding current value
$1.05 Million
% of portfolio
0.07%

Shares

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

Nov 13, 2024
BUY
$84.35 - $93.39 $971,374 - $1.08 Million
11,516 New
11,516 $1.01 Million
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $308,572 - $373,277
4,009 Added 9.14%
47,884 $3.97 Million
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $155,680 - $192,487
2,046 Added 4.89%
43,875 $3.84 Million
Q3 2022

Nov 14, 2022
BUY
$67.49 - $84.09 $132,752 - $165,405
1,967 Added 4.93%
41,829 $3.01 Million
Q2 2022

Aug 23, 2022
BUY
$70.66 - $92.28 $1.69 Million - $2.21 Million
23,902 Added 149.76%
39,862 $2.85 Million
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $1.13 Million - $1.47 Million
15,960 New
15,960 $516,000

Others Institutions Holding XLE

# of Institutions
2,043
Shares Held
232M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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