Rise Advisors, LLC's ownership history for XLE

Rise Advisors, LLC currently holds 102.5K shares with a market value of $4.6M. It started holding XLE on 2024-09-30. At its peak, it held 102.5K shares on 2025-12-31. Its highest holding value was $4.6M on 2025-12-31. At its lowest, it held 227 shares on 2024-09-30, with a value of $19.9K on 2024-09-30. In the recent 180 days, Rise Advisors, LLC has increased its shares by 61.6K. In the recent year, Rise Advisors, LLC has increased its shares by 102.3K.