HighMark Wealth Management LLC's ownership history for XLE


HighMark Wealth Management LLC currently holds 974 shares with a market value of $87.0K. It started holding XLE on 2024-09-30. At its peak, it held 974 shares on 2025-09-30. Its highest holding value was $87.0K on 2025-09-30. At its lowest, it held 869 shares on 2024-09-30, with a value of $74.0K on 2025-06-30. In the recent 180 days, HighMark Wealth Management LLC has increased its shares by 103.


HighMark Wealth Management LLC's ownership history for XLE