Legend Financial Advisors, Inc.'s ownership history for XLE

Legend Financial Advisors, Inc. currently holds 44.1K shares with a market value of $2.7M. It started holding XLE on 2025-03-31. At its peak, it held 44.1K shares on 2026-03-31. Its highest holding value was $2.7M on 2026-03-31. At its lowest, it held 18.8K shares on 2025-03-31, with a value of $1.7M on 2025-06-30. In the recent 180 days, Legend Financial Advisors, Inc. has increased its shares by 23.3K. In the recent year, Legend Financial Advisors, Inc. has increased its shares by 25.4K.