KINGSWOOD WEALTH ADVISORS, LLC's ownership history for XLE

KINGSWOOD WEALTH ADVISORS, LLC currently holds 53.3K shares with a market value of $4.8M. It started holding XLE on 2024-09-30. At its peak, it held 54.0K shares on 2024-09-30. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 8.9K shares on 2024-12-31, with a value of $760.2K on 2024-12-31. In the recent 180 days, KINGSWOOD WEALTH ADVISORS, LLC has increased its shares by 41.2K. In the recent year, KINGSWOOD WEALTH ADVISORS, LLC has decreased its shares by 772.