Capital Asset Advisory Services LLC's ownership history for XLE

Capital Asset Advisory Services LLC currently holds 5.6K shares with a market value of $306.9K. It started holding XLE on 2024-09-30. At its peak, it held 6.3K shares on 2025-12-31. Its highest holding value was $363.7K on 2024-09-30. At its lowest, it held 3.2K shares on 2025-09-30, with a value of $285.3K on 2025-12-31. In the recent 180 days, Capital Asset Advisory Services LLC has increased its shares by 2.3K. In the recent year, Capital Asset Advisory Services LLC has increased its shares by 2.0K.