Waverly Advisors, LLC's ownership history for XLE

Waverly Advisors, LLC currently holds 92.4K shares with a market value of $8.3M. It started holding XLE on 2024-12-31. At its peak, it held 92.4K shares on 2025-09-30. Its highest holding value was $8.3M on 2025-09-30. At its lowest, it held 23.6K shares on 2025-03-31, with a value of $2.1M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 68.7K.