ORG Wealth Partners, LLC's ownership history for XLE

ORG Wealth Partners, LLC currently holds 568 shares with a market value of $25.4K. It started holding XLE on 2024-09-30. At its peak, it held 568 shares on 2025-12-31. Its highest holding value was $29.1K on 2024-09-30. At its lowest, it held 284 shares on 2024-12-31, with a value of $24.3K on 2025-06-30. In the recent 180 days, ORG Wealth Partners, LLC has increased its shares by 284. In the recent year, ORG Wealth Partners, LLC has increased its shares by 284.