Evercore Wealth Management, LLC's ownership history for XLE

Evercore Wealth Management, LLC currently holds 14.4K shares with a market value of $1.3M. It started holding XLE on 2024-09-30. At its peak, it held 19.4K shares on 2024-09-30. Its highest holding value was $1.7M on 2024-09-30. At its lowest, it held 13.7K shares on 2024-12-31, with a value of $1.2M on 2024-12-31. In the recent 180 days, Evercore Wealth Management, LLC has increased its shares by 727. In the recent year, Evercore Wealth Management, LLC has decreased its shares by 5.0K.