Provenance Wealth Advisors, LLC's ownership history for XLE

Provenance Wealth Advisors, LLC currently holds 200 shares with a market value of $12.3K. It started holding XLE on 2025-03-31. At its peak, it held 200 shares on 2025-03-31. Its highest holding value was $18.7K on 2025-03-31. At its lowest, it held 163 shares on 2025-09-30, with a value of $8.9K on 2025-12-31. In the recent 180 days, Provenance Wealth Advisors, LLC has increased its shares by 37. In the recent year, Provenance Wealth Advisors, LLC has increased its shares by 0.