LRI Investments, LLC's ownership history for XLE

LRI Investments, LLC currently holds 12.2K shares with a market value of $747.9K. It started holding XLE on 2024-09-30. At its peak, it held 12.2K shares on 2025-12-31. Its highest holding value was $747.9K on 2026-03-31. At its lowest, it held 1.9K shares on 2024-09-30, with a value of $164.8K on 2024-12-31. In the recent 180 days, LRI Investments, LLC has increased its shares by 6.1K. In the recent year, LRI Investments, LLC has increased its shares by 5.8K.