Summit Financial Strategies, Inc.'s ownership history for XLE

Summit Financial Strategies, Inc. currently holds 3.1K shares with a market value of $281.3K. It started holding XLE on 2024-09-30. At its peak, it held 3.1K shares on 2025-09-30. Its highest holding value was $281.3K on 2025-09-30. At its lowest, it held 2.9K shares on 2024-09-30, with a value of $246.9K on 2024-12-31. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 267. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 267.