Atlantic Private Wealth, LLC's ownership history for XLE

Atlantic Private Wealth, LLC currently holds 37.9K shares with a market value of $3.4M. It started holding XLE on 2024-09-30. At its peak, it held 50.2K shares on 2024-12-31. Its highest holding value was $4.4M on 2024-09-30. At its lowest, it held 37.9K shares on 2025-09-30, with a value of $3.4M on 2025-09-30. In the recent 180 days, Atlantic Private Wealth, LLC has decreased its shares by 4.8K. In the recent year, Atlantic Private Wealth, LLC has decreased its shares by 12.2K.