Atria Investments, Inc's ownership history for XLE

Atria Investments, Inc currently holds 216.3K shares with a market value of $13.2M. It started holding XLE on 2024-09-30. At its peak, it held 216.3K shares on 2026-03-31. Its highest holding value was $13.4M on 2024-12-31. At its lowest, it held 97.9K shares on 2025-03-31, with a value of $8.8M on 2025-06-30. In the recent 180 days, Atria Investments, Inc has increased its shares by 113.9K. In the recent year, Atria Investments, Inc has increased its shares by 118.4K.