Principle Wealth Partners LLC's ownership history for XLE

Principle Wealth Partners LLC currently holds 15.5K shares with a market value of $692.1K. It started holding XLE on 2024-12-31. At its peak, it held 15.5K shares on 2025-12-31. Its highest holding value was $864.1K on 2025-03-31. At its lowest, it held 7.9K shares on 2025-09-30, with a value of $690.6K on 2025-06-30. In the recent 180 days, Principle Wealth Partners LLC has increased its shares by 7.3K. In the recent year, Principle Wealth Partners LLC has increased its shares by 6.1K.