Measured Wealth Private Client Group, LLC's ownership history for XLE

Measured Wealth Private Client Group, LLC currently holds 30.9K shares with a market value of $1.9M. It started holding XLE on 2024-09-30. At its peak, it held 30.9K shares on 2026-03-31. Its highest holding value was $1.9M on 2026-03-31. At its lowest, it held 1.1K shares on 2025-09-30, with a value of $81.6K on 2025-12-31. In the recent 180 days, Measured Wealth Private Client Group, LLC has increased its shares by 29.9K.