Compound Planning, Inc.'s ownership history for XLE

Compound Planning, Inc. currently holds 28.3K shares with a market value of $1.7M. It started holding XLE on 2024-12-31. At its peak, it held 28.3K shares on 2026-03-31. Its highest holding value was $1.7M on 2026-03-31. At its lowest, it held 4.2K shares on 2024-12-31, with a value of $356.0K on 2024-12-31. In the recent 180 days, Compound Planning, Inc. has increased its shares by 23.9K. In the recent year, Compound Planning, Inc. has increased its shares by 22.3K.