Atlantic Private Wealth, LLC's ownership history for XLE

Atlantic Private Wealth, LLC currently holds 59.7K shares with a market value of $2.7M. It started holding XLE on 2024-09-30. At its peak, it held 59.7K shares on 2025-12-31. Its highest holding value was $4.4M on 2024-09-30. At its lowest, it held 37.9K shares on 2025-09-30, with a value of $2.7M on 2025-12-31. In the recent 180 days, Atlantic Private Wealth, LLC has increased its shares by 18.1K. In the recent year, Atlantic Private Wealth, LLC has increased its shares by 9.5K.