Florida Trust Wealth Management Co's ownership history for XLE

Florida Trust Wealth Management Co currently holds 10.2K shares with a market value of $910.6K. It started holding XLE on 2024-09-30. At its peak, it held 10.7K shares on 2024-09-30. Its highest holding value was $985.9K on 2025-03-31. At its lowest, it held 10.1K shares on 2025-06-30, with a value of $855.1K on 2025-06-30. In the recent 180 days, Florida Trust Wealth Management Co has decreased its shares by 358. In the recent year, Florida Trust Wealth Management Co has decreased its shares by 488.