BigSur Wealth Management LLC's ownership history for XLE

BigSur Wealth Management LLC currently holds 70.0K shares with a market value of $3.1M. It started holding XLE on 2024-09-30. At its peak, it held 70.0K shares on 2025-12-31. Its highest holding value was $5.0M on 2024-09-30. At its lowest, it held 37.5K shares on 2025-09-30, with a value of $3.1M on 2025-12-31. In the recent 180 days, BigSur Wealth Management LLC has increased its shares by 30.6K. In the recent year, BigSur Wealth Management LLC has increased its shares by 28.5K.