Straight Path Wealth Management's ownership history for XLE

Straight Path Wealth Management currently holds 2.5K shares with a market value of $223.8K. It started holding XLE on 2024-09-30. At its peak, it held 2.5K shares on 2025-09-30. Its highest holding value was $231.4K on 2025-03-31. At its lowest, it held 2.3K shares on 2024-09-30, with a value of $202.4K on 2024-12-31. In the recent 180 days, Straight Path Wealth Management has increased its shares by 29. In the recent year, Straight Path Wealth Management has increased its shares by 156.