CVFG LLC's ownership history for XLE

CVFG LLC currently holds 8.7K shares with a market value of $533.7K. It started holding XLE on 2024-12-31. At its peak, it held 8.7K shares on 2026-03-31. Its highest holding value was $533.7K on 2026-03-31. At its lowest, it held 2.6K shares on 2024-12-31, with a value of $221.9K on 2024-12-31. In the recent 180 days, CVFG LLC has increased its shares by 5.5K. In the recent year, CVFG LLC has increased its shares by 5.8K.