Forza Wealth Management, LLC's ownership history for XLE

Forza Wealth Management, LLC currently holds 14.3K shares with a market value of $1.3M. It started holding XLE on 2024-09-30. At its peak, it held 14.3K shares on 2024-09-30. Its highest holding value was $1.3M on 2025-03-31. At its lowest, it held 14.3K shares on 2024-09-30, with a value of $1.2M on 2025-06-30. In the recent 180 days, Forza Wealth Management, LLC has increased its shares by 0. In the recent year, Forza Wealth Management, LLC has increased its shares by 0.