Grantvest Financial Group LLC's ownership history for XLE

Grantvest Financial Group LLC currently holds 5.3K shares with a market value of $326.1K. It started holding XLE on 2024-12-31. At its peak, it held 5.3K shares on 2026-03-31. Its highest holding value was $368.0K on 2024-12-31. At its lowest, it held 3.1K shares on 2025-09-30, with a value of $201.1K on 2025-12-31. In the recent 180 days, Grantvest Financial Group LLC has increased its shares by 2.2K. In the recent year, Grantvest Financial Group LLC has increased its shares by 1.5K.