Ipsen Advisor Group LLC's ownership history for XLE

Ipsen Advisor Group LLC currently holds 11.2K shares with a market value of $1.0M. It started holding XLE on 2024-12-31. At its peak, it held 11.3K shares on 2025-06-30. Its highest holding value was $1.0M on 2025-03-31. At its lowest, it held 11.1K shares on 2024-12-31, with a value of $950.7K on 2024-12-31. In the recent 180 days, Ipsen Advisor Group LLC has increased its shares by 9.