WBH ADVISORY INC's ownership history for XLE

WBH ADVISORY INC currently holds 146.2K shares with a market value of $8.6M. It started holding XLE on 2024-09-30. At its peak, it held 150.8K shares on 2025-12-31. Its highest holding value was $8.7M on 2024-09-30. At its lowest, it held 66.9K shares on 2025-06-30, with a value of $5.7M on 2025-06-30. In the recent 180 days, WBH ADVISORY INC has increased its shares by 69.6K. In the recent year, WBH ADVISORY INC has increased its shares by 72.7K.