Measured Wealth Private Client Group, LLC's ownership history for XLE

Measured Wealth Private Client Group, LLC currently holds 1.8K shares with a market value of $81.6K. It started holding XLE on 2024-09-30. At its peak, it held 2.5K shares on 2024-09-30. Its highest holding value was $221.0K on 2024-09-30. At its lowest, it held 1.1K shares on 2025-09-30, with a value of $81.6K on 2025-12-31. In the recent 180 days, Measured Wealth Private Client Group, LLC has decreased its shares by 693.