Uptown Financial Advisors LLC's ownership history for XLE

Uptown Financial Advisors LLC currently holds 2.8K shares with a market value of $250.9K. It started holding XLE on 2024-12-31. At its peak, it held 2.8K shares on 2025-06-30. Its highest holding value was $261.6K on 2025-03-31. At its lowest, it held 2.7K shares on 2024-12-31, with a value of $231.1K on 2024-12-31. In the recent 180 days, Uptown Financial Advisors LLC has increased its shares by 8.

It has also owned 10 contracts of puts, with the market value of the underlying securities totaling $84.8K on 2025-06-30. At its peak, it held 10 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $84.8K on 2025-06-30. At its lowest, it held 10 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $84.8K on 2025-06-30.