Wmg Financial Advisors, LLC Energy Sector Spdr Transaction History

Wmg Financial Advisors, LLC

  • $215 Million
  • Q4 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 10,404 shares of XLE stock, worth $946,764. This represents 0.41% of its overall portfolio holdings.

Number of Shares
10,404
Previous 4,143 151.12%
Holding current value
$946,764
Previous $363,000 145.45%
% of portfolio
0.41%
Previous 0.18%

Shares

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

Feb 06, 2025
BUY
$83.32 - $97.27 $521,666 - $609,007
6,261 Added 151.12%
10,404 $891,000
Q3 2024

Oct 31, 2024
BUY
$84.35 - $93.39 $30,197 - $33,433
358 Added 9.46%
4,143 $363,000
Q2 2024

Jul 30, 2024
BUY
$88.04 - $98.08 $333,231 - $371,232
3,785 New
3,785 $345,000

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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