Alteri Wealth LLC's ownership history for XLE

Alteri Wealth LLC currently holds 3.5K shares with a market value of $314.0K. It started holding XLE on 2024-12-31. At its peak, it held 4.6K shares on 2024-12-31. Its highest holding value was $395.9K on 2024-12-31. At its lowest, it held 3.5K shares on 2025-09-30, with a value of $301.8K on 2025-06-30. In the recent 180 days, Alteri Wealth LLC has decreased its shares by 593.