Cassaday & Co Wealth Management LLC's ownership history for XLE

Cassaday & Co Wealth Management LLC currently holds 5.7K shares with a market value of $506.6K. It started holding XLE on 2024-09-30. At its peak, it held 7.2K shares on 2025-06-30. Its highest holding value was $610.2K on 2025-06-30. At its lowest, it held 5.7K shares on 2025-09-30, with a value of $495.6K on 2024-12-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 18. In the recent year, Cassaday & Co Wealth Management LLC has decreased its shares by 155.