JSF Financial, LLC's ownership history for XLE

JSF Financial, LLC currently holds 2.5K shares with a market value of $223.7K. It started holding XLE on 2024-09-30. At its peak, it held 3.0K shares on 2024-12-31. Its highest holding value was $255.6K on 2024-12-31. At its lowest, it held 2.5K shares on 2025-03-31, with a value of $211.2K on 2025-06-30. In the recent 180 days, JSF Financial, LLC has increased its shares by 27. In the recent year, JSF Financial, LLC has increased its shares by 17.