Simplicity Wealth,LLC's ownership history for XLE

Simplicity Wealth,LLC currently holds 8.0K shares with a market value of $712.3K. It started holding XLE on 2025-03-31. At its peak, it held 9.9K shares on 2025-03-31. Its highest holding value was $924.5K on 2025-03-31. At its lowest, it held 8.0K shares on 2025-09-30, with a value of $712.3K on 2025-09-30.