SAX WEALTH ADVISORS, LLC's ownership history for XLE

SAX WEALTH ADVISORS, LLC currently holds 28.5K shares with a market value of $1.3M. It started holding XLE on 2024-09-30. At its peak, it held 28.5K shares on 2025-12-31. Its highest holding value was $1.5M on 2024-09-30. At its lowest, it held 15.3K shares on 2025-09-30, with a value of $1.3M on 2025-12-31. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 12.7K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 12.5K.