Wealthspire Advisors, LLC's ownership history for XLE


Wealthspire Advisors, LLC currently holds 47.9K shares with a market value of $2.1M. It started holding XLE on 2024-09-30. At its peak, it held 61.5K shares on 2024-09-30. Its highest holding value was $5.4M on 2024-09-30. At its lowest, it held 24.0K shares on 2025-09-30, with a value of $2.1M on 2025-06-30. In the recent 180 days, Wealthspire Advisors, LLC has increased its shares by 22.8K. In the recent year, Wealthspire Advisors, LLC has decreased its shares by 2.5K.


Wealthspire Advisors, LLC's ownership history for XLE