Strait & Sound Wealth Management LLC's ownership history for XLE

Strait & Sound Wealth Management LLC currently holds 12.8K shares with a market value of $781.1K. It started holding XLE on 2024-09-30. At its peak, it held 12.8K shares on 2026-03-31. Its highest holding value was $892.4K on 2025-06-30. At its lowest, it held 6.0K shares on 2024-09-30, with a value of $504.9K on 2025-12-31. In the recent 180 days, Strait & Sound Wealth Management LLC has increased its shares by 4.7K. In the recent year, Strait & Sound Wealth Management LLC has increased its shares by 4.5K.

It has also owned 101 contracts of puts, with the market value of the underlying securities totaling $486 on 2025-03-31. At its peak, it held 101 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $486 on 2025-03-31. At its lowest, it held 101 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $486 on 2025-03-31.