Summit Financial Wealth Advisors, LLC's ownership history for XLE

Summit Financial Wealth Advisors, LLC currently holds 8.5K shares with a market value of $756.6K. It started holding XLE on 2024-09-30. At its peak, it held 17.6K shares on 2024-12-31. Its highest holding value was $1.5M on 2024-12-31. At its lowest, it held 8.5K shares on 2025-09-30, with a value of $756.6K on 2025-09-30. In the recent 180 days, Summit Financial Wealth Advisors, LLC has decreased its shares by 7.4K. In the recent year, Summit Financial Wealth Advisors, LLC has decreased its shares by 2.4K.