PANORAMIC INVESTMENT ADVISORS, LLC's ownership history for XLE

PANORAMIC INVESTMENT ADVISORS, LLC currently holds 43.6K shares with a market value of $1.9M. It started holding XLE on 2024-09-30. At its peak, it held 43.6K shares on 2025-12-31. Its highest holding value was $2.0M on 2025-03-31. At its lowest, it held 20.7K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, PANORAMIC INVESTMENT ADVISORS, LLC has increased its shares by 21.5K. In the recent year, PANORAMIC INVESTMENT ADVISORS, LLC has increased its shares by 21.7K.