Dakota Wealth Management's ownership history for XLE

Dakota Wealth Management currently holds 260.2K shares with a market value of $11.6M. It started holding XLE on 2024-09-30. At its peak, it held 260.2K shares on 2025-12-31. Its highest holding value was $14.1M on 2025-03-31. At its lowest, it held 121.5K shares on 2025-09-30, with a value of $10.9M on 2025-09-30. In the recent 180 days, Dakota Wealth Management has increased its shares by 114.1K. In the recent year, Dakota Wealth Management has increased its shares by 108.3K.