WealthPlan Investment Management, LLC's ownership history for XLE

WealthPlan Investment Management, LLC currently holds 2.5K shares with a market value of $223.0K. It started holding XLE on 2025-06-30. At its peak, it held 3.5K shares on 2025-06-30. Its highest holding value was $295.9K on 2025-06-30. At its lowest, it held 2.5K shares on 2025-09-30, with a value of $223.0K on 2025-09-30.