Collaborative Wealth Managment Inc.'s ownership history for XLE

Collaborative Wealth Managment Inc. currently holds 28.4K shares with a market value of $1.3M. It started holding XLE on 2024-09-30. At its peak, it held 28.4K shares on 2025-12-31. Its highest holding value was $1.5M on 2025-03-31. At its lowest, it held 14.7K shares on 2025-09-30, with a value of $1.3M on 2025-12-31. In the recent 180 days, Collaborative Wealth Managment Inc. has increased its shares by 12.1K. In the recent year, Collaborative Wealth Managment Inc. has increased its shares by 13.2K.