WEALTHSPAN PARTNERS, LLC's ownership history for XLE
WEALTHSPAN PARTNERS, LLC currently holds 3.5K shares with a market value of $214.8K. It started holding XLE on 2024-09-30. At its peak, it held 3.5K shares on 2026-03-31. Its highest holding value was $316.8K on 2025-03-31. At its lowest, it held 2.8K shares on 2025-09-30, with a value of $214.8K on 2026-03-31. In the recent 180 days, WEALTHSPAN PARTNERS, LLC has increased its shares by 427. In the recent year, WEALTHSPAN PARTNERS, LLC has increased its shares by 118.
WEALTHSPAN PARTNERS, LLC's ownership history for XLE