SOA Wealth Advisors, LLC.'s ownership history for XLE

SOA Wealth Advisors, LLC. currently holds 390 shares with a market value of $23.9K. It started holding XLE on 2024-09-30. At its peak, it held 390 shares on 2026-03-31. Its highest holding value was $23.9K on 2026-03-31. At its lowest, it held 187 shares on 2024-09-30, with a value of $16.2K on 2025-06-30. In the recent 180 days, SOA Wealth Advisors, LLC. has increased its shares by 197. In the recent year, SOA Wealth Advisors, LLC. has increased its shares by 200.