Merit Financial Group, LLC's ownership history for XLE

Merit Financial Group, LLC currently holds 265.5K shares with a market value of $11.9M. It started holding XLE on 2024-09-30. At its peak, it held 265.5K shares on 2025-12-31. Its highest holding value was $11.9M on 2025-12-31. At its lowest, it held 70.4K shares on 2025-06-30, with a value of $6.0M on 2025-06-30. In the recent 180 days, Merit Financial Group, LLC has increased its shares by 195.1K. In the recent year, Merit Financial Group, LLC has increased its shares by 150.4K.