MGB Wealth Management, LLC's ownership history for XLE


MGB Wealth Management, LLC currently holds 1.5K shares with a market value of $67.1K. It started holding XLE on 2024-09-30. At its peak, it held 1.5K shares on 2025-12-31. Its highest holding value was $93.5K on 2025-03-31. At its lowest, it held 750 shares on 2025-09-30, with a value of $67.0K on 2025-09-30. In the recent 180 days, MGB Wealth Management, LLC has increased its shares by 500. In the recent year, MGB Wealth Management, LLC has increased its shares by 500.


MGB Wealth Management, LLC's ownership history for XLE