Magnolia Private Wealth, LLC's ownership history for XLE

Magnolia Private Wealth, LLC currently holds 4.7K shares with a market value of $210.6K. It started holding XLE on 2024-12-31. At its peak, it held 4.7K shares on 2025-12-31. Its highest holding value was $429.1K on 2025-03-31. At its lowest, it held 3.3K shares on 2025-09-30, with a value of $210.6K on 2025-12-31. In the recent 180 days, Magnolia Private Wealth, LLC has increased its shares by 868. In the recent year, Magnolia Private Wealth, LLC has increased its shares by 2.