Holos Integrated Wealth LLC's ownership history for XLE

Holos Integrated Wealth LLC currently holds 578 shares with a market value of $26.4K. It started holding XLE on 2024-12-31. At its peak, it held 578 shares on 2025-12-31. Its highest holding value was $27.0K on 2025-03-31. At its lowest, it held 289 shares on 2024-12-31, with a value of $24.5K on 2025-06-30. In the recent 180 days, Holos Integrated Wealth LLC has increased its shares by 289. In the recent year, Holos Integrated Wealth LLC has increased its shares by 289.