Secure Asset Management, LLC's ownership history for XLE

Secure Asset Management, LLC currently holds 9.1K shares with a market value of $407.7K. It started holding XLE on 2024-09-30. At its peak, it held 13.8K shares on 2024-09-30. Its highest holding value was $1.2M on 2024-09-30. At its lowest, it held 4.3K shares on 2025-03-31, with a value of $405.2K on 2025-03-31. In the recent 180 days, Secure Asset Management, LLC has increased its shares by 4.1K. In the recent year, Secure Asset Management, LLC has increased its shares by 213.