4WEALTH ADVISORS, INC.'s ownership history for XLE

4WEALTH ADVISORS, INC. currently holds 16.0K shares with a market value of $714.3K. It started holding XLE on 2024-12-31. At its peak, it held 16.0K shares on 2025-12-31. Its highest holding value was $855.9K on 2025-09-30. At its lowest, it held 6.0K shares on 2025-03-31, with a value of $525.2K on 2024-12-31. In the recent 180 days, 4WEALTH ADVISORS, INC. has increased its shares by 7.9K. In the recent year, 4WEALTH ADVISORS, INC. has increased its shares by 9.8K.