IBEX WEALTH ADVISORS's ownership history for XLE

IBEX WEALTH ADVISORS currently holds 23.7K shares with a market value of $2.1M. It started holding XLE on 2024-12-31. At its peak, it held 29.1K shares on 2025-06-30. Its highest holding value was $2.5M on 2025-06-30. At its lowest, it held 21.9K shares on 2024-12-31, with a value of $1.9M on 2024-12-31. In the recent 180 days, IBEX WEALTH ADVISORS has increased its shares by 1.6K.