Institute for Wealth Management, LLC.'s ownership history for XLE

Institute for Wealth Management, LLC. currently holds 54.5K shares with a market value of $3.3M. It started holding XLE on 2024-09-30. At its peak, it held 54.9K shares on 2025-12-31. Its highest holding value was $3.3M on 2026-03-31. At its lowest, it held 27.5K shares on 2025-09-30, with a value of $2.4M on 2025-06-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 27.0K. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 25.9K.