Key FInancial Inc's ownership history for XLE

Key FInancial Inc currently holds 1.8K shares with a market value of $164.6K. It started holding XLE on 2024-09-30. At its peak, it held 1.9K shares on 2025-06-30. Its highest holding value was $172.1K on 2025-03-31. At its lowest, it held 1.8K shares on 2024-09-30, with a value of $161.7K on 2024-09-30. In the recent 180 days, Key FInancial Inc has increased its shares by 0.