Asset Allocation Strategies LLC's ownership history for XLE

Asset Allocation Strategies LLC currently holds 39.2K shares with a market value of $2.4M. It started holding XLE on 2024-09-30. At its peak, it held 42.6K shares on 2025-12-31. Its highest holding value was $3.1M on 2024-09-30. At its lowest, it held 21.1K shares on 2025-09-30, with a value of $1.9M on 2025-09-30. In the recent 180 days, Asset Allocation Strategies LLC has increased its shares by 18.1K. In the recent year, Asset Allocation Strategies LLC has increased its shares by 14.5K.