Ipsen Advisor Group LLC's ownership history for XLE

Ipsen Advisor Group LLC currently holds 21.8K shares with a market value of $975.6K. It started holding XLE on 2024-12-31. At its peak, it held 21.8K shares on 2025-12-31. Its highest holding value was $1.0M on 2025-03-31. At its lowest, it held 11.1K shares on 2024-12-31, with a value of $950.7K on 2024-12-31. In the recent 180 days, Ipsen Advisor Group LLC has increased its shares by 10.5K. In the recent year, Ipsen Advisor Group LLC has increased its shares by 10.7K.