Cherry Tree Wealth Management, LLC's ownership history for XLE

Cherry Tree Wealth Management, LLC currently holds 212 shares with a market value of $13.0K. It started holding XLE on 2024-12-31. At its peak, it held 212 shares on 2026-03-31. Its highest holding value was $13.0K on 2026-03-31. At its lowest, it held 75 shares on 2024-12-31, with a value of $6.4K on 2025-06-30. In the recent 180 days, Cherry Tree Wealth Management, LLC has increased its shares by 137. In the recent year, Cherry Tree Wealth Management, LLC has increased its shares by 137.