HighMark Wealth Management LLC's ownership history for XLE

HighMark Wealth Management LLC currently holds 2.0K shares with a market value of $87.3K. It started holding XLE on 2024-09-30. At its peak, it held 2.0K shares on 2025-12-31. Its highest holding value was $87.3K on 2025-12-31. At its lowest, it held 869 shares on 2024-09-30, with a value of $74.0K on 2025-06-30. In the recent 180 days, HighMark Wealth Management LLC has increased its shares by 1.1K. In the recent year, HighMark Wealth Management LLC has increased its shares by 1.1K.