Accurate Wealth Management, LLC's ownership history for XLE

Accurate Wealth Management, LLC currently holds 150.9K shares with a market value of $8.6M. It started holding XLE on 2024-09-30. At its peak, it held 150.9K shares on 2026-03-31. Its highest holding value was $8.6M on 2026-03-31. At its lowest, it held 3.2K shares on 2024-12-31, with a value of $258.0K on 2025-12-31. In the recent 180 days, Accurate Wealth Management, LLC has increased its shares by 147.6K. In the recent year, Accurate Wealth Management, LLC has increased its shares by 147.5K.