Sequent Planning LLC's ownership history for XLE

Sequent Planning LLC currently holds 18.7K shares with a market value of $836.2K. It started holding XLE on 2025-03-31. At its peak, it held 18.7K shares on 2025-12-31. Its highest holding value was $836.2K on 2025-12-31. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $244.0K on 2025-03-31. In the recent 180 days, Sequent Planning LLC has increased its shares by 16.1K.