WealthPlan Investment Management, LLC's ownership history for XLE

WealthPlan Investment Management, LLC currently holds 37.7K shares with a market value of $2.3M. It started holding XLE on 2025-06-30. At its peak, it held 37.7K shares on 2026-03-31. Its highest holding value was $2.3M on 2026-03-31. At its lowest, it held 2.5K shares on 2025-09-30, with a value of $223.0K on 2025-09-30. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 35.2K.