SUMMIT WEALTH GROUP LLC / CO's ownership history for XLE

SUMMIT WEALTH GROUP LLC / CO currently holds 8.7K shares with a market value of $965.7K. It started holding XLE on 2025-09-30. At its peak, it held 8.7K shares on 2025-09-30. Its highest holding value was $965.7K on 2025-09-30. At its lowest, it held 8.7K shares on 2025-09-30, with a value of $965.7K on 2025-09-30.