Bison Wealth, LLC's ownership history for XLE

Bison Wealth, LLC currently holds 8.9K shares with a market value of $782.6K. It started holding XLE on 2024-09-30. At its peak, it held 18.2K shares on 2024-09-30. Its highest holding value was $1.6M on 2024-09-30. At its lowest, it held 2.4K shares on 2024-12-31, with a value of $207.3K on 2024-12-31. In the recent 180 days, Bison Wealth, LLC has increased its shares by 323. In the recent year, Bison Wealth, LLC has decreased its shares by 9.3K.