West Wealth Group, LLC's ownership history for XLE
West Wealth Group, LLC currently holds 7.6K shares with a market value of $337.9K. It started holding XLE on 2025-06-30. At its peak, it held 7.6K shares on 2025-12-31. Its highest holding value was $337.9K on 2025-12-31. At its lowest, it held 3.7K shares on 2025-06-30, with a value of $314.5K on 2025-06-30. In the recent 180 days, West Wealth Group, LLC has increased its shares by 3.8K.
West Wealth Group, LLC's ownership history for XLE