Synergy Asset Management, LLC's ownership history for XLE

Synergy Asset Management, LLC currently holds 11.6K shares with a market value of $707.8K. It started holding XLE on 2024-12-31. At its peak, it held 11.6K shares on 2026-03-31. Its highest holding value was $707.8K on 2026-03-31. At its lowest, it held 1.7K shares on 2024-12-31, with a value of $151.4K on 2024-12-31.