Integrated Wealth Concepts LLC's ownership history for XLE

Integrated Wealth Concepts LLC currently holds 303.4K shares with a market value of $18.6M. It started holding XLE on 2024-09-30. At its peak, it held 303.4K shares on 2026-03-31. Its highest holding value was $18.6M on 2026-03-31. At its lowest, it held 121.9K shares on 2025-12-31, with a value of $5.5M on 2025-12-31. In the recent 180 days, Integrated Wealth Concepts LLC has increased its shares by 175.1K. In the recent year, Integrated Wealth Concepts LLC has increased its shares by 163.8K.