PERSONAL CFO SOLUTIONS, LLC's ownership history for XLE
PERSONAL CFO SOLUTIONS, LLC currently holds 21.6K shares with a market value of $1.9M. It started holding XLE on 2024-09-30. At its peak, it held 21.6K shares on 2025-09-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 14.7K shares on 2024-09-30, with a value of $1.3M on 2024-09-30.
PERSONAL CFO SOLUTIONS, LLC's ownership history for XLE