Modern Wealth Management, LLC's ownership history for XLE

Modern Wealth Management, LLC currently holds 341.2K shares with a market value of $30.5M. It started holding XLE on 2024-09-30. At its peak, it held 341.2K shares on 2025-09-30. Its highest holding value was $30.5M on 2025-09-30. At its lowest, it held 15.1K shares on 2024-09-30, with a value of $1.3M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 27.2K. In the recent year, Modern Wealth Management, LLC has increased its shares by 326.1K.