WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV's ownership history for XLE

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV currently holds 434 shares with a market value of $26.6K. It started holding XLE on 2025-03-31. At its peak, it held 446 shares on 2025-12-31. Its highest holding value was $31.7K on 2025-03-31. At its lowest, it held 339 shares on 2025-03-31, with a value of $19.9K on 2025-12-31. In the recent 180 days, WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV has increased its shares by 95.

It has also owned 44 contracts of puts, with the market value of the underlying securities totaling $411.2K on 2025-03-31. At its peak, it held 44 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $411.2K on 2025-03-31. At its lowest, it held 44 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $411.2K on 2025-03-31.