Avantax Planning Partners, Inc.'s ownership history for XLE

Avantax Planning Partners, Inc. currently holds 14.7K shares with a market value of $899.2K. It started holding XLE on 2024-09-30. At its peak, it held 14.7K shares on 2026-03-31. Its highest holding value was $899.2K on 2026-03-31. At its lowest, it held 2.5K shares on 2024-09-30, with a value of $216.9K on 2024-09-30. In the recent 180 days, Avantax Planning Partners, Inc. has increased its shares by 8.7K. In the recent year, Avantax Planning Partners, Inc. has increased its shares by 10.5K.