Root Financial Partners, LLC's ownership history for XLE

Root Financial Partners, LLC currently holds 2.3K shares with a market value of $139.7K. It started holding XLE on 2025-09-30. At its peak, it held 2.3K shares on 2026-03-31. Its highest holding value was $139.7K on 2026-03-31. At its lowest, it held 1.3K shares on 2025-09-30, with a value of $99.2K on 2025-12-31. In the recent 180 days, Root Financial Partners, LLC has increased its shares by 991.