Cadence Wealth Management LLC XOP Holdings History
Cadence Wealth Management LLC's SPDR Oil & Gas Exploration and Production ETF Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 24,572.00 shares of SPDR Oil & Gas Exploration and Production ETF(XOP), totaling $3.24 Mil. This investment constitutes 2.39% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.15% of the outstanding SPDR Oil & Gas Exploration and Production ETF(XOP) stock.
The initial trade took place in 2024Q1. And since then Cadence Wealth Management LLC has made 5 purchases of XOP, at an average price of $149.02, for a total of 24,572.00 shares. Based on historical transaction data and XOP's current price of $129.41, Cadence Wealth Management LLC's estimated gain on his XOP holdings is $-481,960.88, reflecting a -13.16% gain to date.
Cadence Wealth Management LLC XOP ($129.41) Holding Chart
Cadence Wealth Management LLC XOP ($129.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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