BALDWIN WEALTH PARTNERS LLC/MA's ownership history for XLE

BALDWIN WEALTH PARTNERS LLC/MA currently holds 8.5K shares with a market value of $378.8K. It started holding XLE on 2024-09-30. At its peak, it held 15.4K shares on 2024-09-30. Its highest holding value was $1.3M on 2024-09-30. At its lowest, it held 5.8K shares on 2025-09-30, with a value of $378.8K on 2025-12-31. In the recent 180 days, BALDWIN WEALTH PARTNERS LLC/MA has increased its shares by 1.3K. In the recent year, BALDWIN WEALTH PARTNERS LLC/MA has decreased its shares by 4.4K.