Summit Wealth Partners, LLC's ownership history for XLE

Summit Wealth Partners, LLC currently holds 3.6K shares with a market value of $321.4K. It started holding XLE on 2025-03-31. At its peak, it held 3.6K shares on 2025-09-30. Its highest holding value was $327.2K on 2025-03-31. At its lowest, it held 3.5K shares on 2025-03-31, with a value of $304.0K on 2025-06-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 97.