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

ELEVATION POINT WEALTH PARTNERS, LLC currently holds 97.6K shares with a market value of $6.0M. It started holding XLE on 2024-09-30. At its peak, it held 97.6K shares on 2026-03-31. Its highest holding value was $6.0M on 2026-03-31. 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 70.6K. In the recent year, ELEVATION POINT WEALTH PARTNERS, LLC has increased its shares by 84.1K.