United Financial Planning Group LLC's ownership history for XLE

United Financial Planning Group LLC currently holds 6.7K shares with a market value of $408.4K. It started holding XLE on 2025-09-30. At its peak, it held 6.7K shares on 2026-03-31. Its highest holding value was $408.4K on 2026-03-31. At its lowest, it held 3.3K shares on 2025-09-30, with a value of $294.9K on 2025-09-30. In the recent 180 days, United Financial Planning Group LLC has increased its shares by 3.4K.