ELEVATE WEALTH ADVISORY, INC's ownership history for XLE

ELEVATE WEALTH ADVISORY, INC currently holds 2.5K shares with a market value of $225.6K. It started holding XLE on 2025-03-31. At its peak, it held 2.6K shares on 2025-03-31. Its highest holding value was $241.4K on 2025-03-31. At its lowest, it held 2.5K shares on 2025-06-30, with a value of $214.1K on 2025-06-30. In the recent 180 days, ELEVATE WEALTH ADVISORY, INC has decreased its shares by 58.