Simplicity Wealth,LLC's ownership history for XLE

Simplicity Wealth,LLC currently holds 12.2K shares with a market value of $547.0K. It started holding XLE on 2025-03-31. At its peak, it held 12.2K shares on 2025-12-31. Its highest holding value was $924.5K on 2025-03-31. At its lowest, it held 8.0K shares on 2025-09-30, with a value of $547.0K on 2025-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 2.3K.