Plan Group Financial, LLC's ownership history for XLE

Plan Group Financial, LLC currently holds 10.8K shares with a market value of $968.6K. It started holding XLE on 2025-06-30. At its peak, it held 10.9K shares on 2025-06-30. Its highest holding value was $968.6K on 2025-09-30. At its lowest, it held 10.8K shares on 2025-09-30, with a value of $923.7K on 2025-06-30.