Wealth Preservation Advisors, LLC's ownership history for XLE

Wealth Preservation Advisors, LLC currently holds 250 shares with a market value of $15.3K. It started holding XLE on 2025-03-31. At its peak, it held 398 shares on 2025-12-31. Its highest holding value was $31.1K on 2025-03-31. At its lowest, it held 199 shares on 2025-06-30, with a value of $15.3K on 2026-03-31. In the recent 180 days, Wealth Preservation Advisors, LLC has increased its shares by 51. In the recent year, Wealth Preservation Advisors, LLC has decreased its shares by 83.