HB Wealth Management, LLC's ownership history for XLE

HB Wealth Management, LLC currently holds 17.3K shares with a market value of $1.5M. It started holding XLE on 2024-09-30. At its peak, it held 61.7K shares on 2024-12-31. Its highest holding value was $5.3M on 2024-12-31. At its lowest, it held 7.3K shares on 2025-06-30, with a value of $618.8K on 2025-06-30. In the recent 180 days, HB Wealth Management, LLC has increased its shares by 2.9K. In the recent year, HB Wealth Management, LLC has increased its shares by 4.7K.