Simplicity Wealth,LLC's ownership history for XLE

Simplicity Wealth,LLC currently holds 23.4K shares with a market value of $1.4M. It started holding XLE on 2025-03-31. At its peak, it held 23.4K shares on 2026-03-31. Its highest holding value was $1.4M on 2026-03-31. At its lowest, it held 8.0K shares on 2025-09-30, with a value of $547.0K on 2025-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 15.4K.