LJI Wealth Management, LLC's ownership history for XLE

LJI Wealth Management, LLC currently holds 4.2K shares with a market value of $374.4K. It started holding XLE on 2024-09-30. At its peak, it held 4.3K shares on 2025-06-30. Its highest holding value was $374.4K on 2025-09-30. At its lowest, it held 3.5K shares on 2024-12-31, with a value of $303.2K on 2024-12-31. In the recent 180 days, LJI Wealth Management, LLC has increased its shares by 606. In the recent year, LJI Wealth Management, LLC has increased its shares by 649.