ELEVATION POINT WEALTH PARTNERS, LLC's ownership history for XLE

ELEVATION POINT WEALTH PARTNERS, LLC currently holds 38.3K shares with a market value of $1.7M. It started holding XLE on 2024-09-30. At its peak, it held 38.3K shares on 2025-12-31. Its highest holding value was $2.4M on 2025-09-30. At its lowest, it held 13.5K shares on 2025-03-31, with a value of $1.2M on 2024-12-31. In the recent 180 days, ELEVATION POINT WEALTH PARTNERS, LLC has increased its shares by 22.5K. In the recent year, ELEVATION POINT WEALTH PARTNERS, LLC has increased its shares by 24.6K.