Comprehensive Wealth Management, LLC's ownership history for XLE

Comprehensive Wealth Management, LLC currently holds 2.7K shares with a market value of $238.3K. It started holding XLE on 2025-06-30. At its peak, it held 2.8K shares on 2025-06-30. Its highest holding value was $238.3K on 2025-09-30. At its lowest, it held 2.7K shares on 2025-09-30, with a value of $233.7K on 2025-06-30.