BARTLETT & CO. WEALTH MANAGEMENT LLC's ownership history for XLE

BARTLETT & CO. WEALTH MANAGEMENT LLC currently holds 7.5K shares with a market value of $335.3K. It started holding XLE on 2024-09-30. At its peak, it held 7.5K shares on 2025-12-31. Its highest holding value was $339.8K on 2025-09-30. At its lowest, it held 3.4K shares on 2024-09-30, with a value of $287.0K on 2024-12-31. In the recent 180 days, BARTLETT & CO. WEALTH MANAGEMENT LLC has increased its shares by 3.7K. In the recent year, BARTLETT & CO. WEALTH MANAGEMENT LLC has increased its shares by 4.2K.