WEALTH EFFECTS LLC's ownership history for XLE

WEALTH EFFECTS LLC currently holds 8.7K shares with a market value of $776.6K. It started holding XLE on 2024-09-30. At its peak, it held 10.2K shares on 2024-12-31. Its highest holding value was $888.6K on 2024-09-30. At its lowest, it held 8.7K shares on 2025-09-30, with a value of $744.2K on 2025-06-30. In the recent 180 days, WEALTH EFFECTS LLC has decreased its shares by 649. In the recent year, WEALTH EFFECTS LLC has decreased its shares by 1.4K.