Discipline Wealth Solutions, LLC's ownership history for XLE

Discipline Wealth Solutions, LLC currently holds 13.8K shares with a market value of $843.0K. It started holding XLE on 2025-12-31. At its peak, it held 13.8K shares on 2026-03-31. Its highest holding value was $843.0K on 2026-03-31. At its lowest, it held 8.8K shares on 2025-12-31, with a value of $393.3K on 2025-12-31.