SMART Wealth LLC's ownership history for XLE

SMART Wealth LLC currently holds 3.5K shares with a market value of $311.0K. It started holding XLE on 2023-03-31. At its peak, it held 46.5K shares on 2025-03-31. Its highest holding value was $4.3M on 2025-03-31. At its lowest, it held 3.5K shares on 2025-09-30, with a value of $311.0K on 2025-09-30. In the recent 180 days, SMART Wealth LLC has decreased its shares by 43.0K. In the recent year, SMART Wealth LLC has decreased its shares by 7.8K.