Advyzon Investment Management, LLC's ownership history for XLE

Advyzon Investment Management, LLC currently holds 145.4K shares with a market value of $8.9M. It started holding XLE on 2024-12-31. At its peak, it held 178.7K shares on 2025-12-31. Its highest holding value was $8.9M on 2026-03-31. At its lowest, it held 14.5K shares on 2025-03-31, with a value of $1.2M on 2024-12-31. In the recent 180 days, Advyzon Investment Management, LLC has increased its shares by 101.2K. In the recent year, Advyzon Investment Management, LLC has increased its shares by 130.9K.