OneAscent Family Office, LLC XLE Holdings History
OneAscent Family Office, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, OneAscent Family Office, LLC held 42,940.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $4.01 Mil. This investment constitutes 3.72% of their stock portfolio, and OneAscent Family Office, LLC now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $90.17 for 2,432.00 shares. Based on historical transaction data and XLE's current price of $86.66, OneAscent Family Office, LLC's estimated gain on his XLE holdings is $-183,840.96, reflecting a -4.46% gain to date.
OneAscent Family Office, LLC XLE ($86.66) Holding Chart
OneAscent Family Office, LLC XLE ($86.66) 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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