Sequent Planning LLC's ownership history for XLE

Sequent Planning LLC currently holds 7.6K shares with a market value of $682.9K. It started holding XLE on 2025-03-31. At its peak, it held 7.6K shares on 2025-09-30. Its highest holding value was $682.9K on 2025-09-30. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $244.0K on 2025-03-31.