Falcon Wealth Planning's ownership history for XLE

Falcon Wealth Planning currently holds 23.5K shares with a market value of $1.0M. It started holding XLE on 2024-09-30. At its peak, it held 80.4K shares on 2024-12-31. Its highest holding value was $7.0M on 2024-09-30. At its lowest, it held 12.6K shares on 2025-09-30, with a value of $1.0M on 2025-12-31. In the recent 180 days, Falcon Wealth Planning has increased its shares by 10.0K. In the recent year, Falcon Wealth Planning has decreased its shares by 56.9K.