Wealth Preservation Advisors, LLC's ownership history for XLE

Wealth Preservation Advisors, LLC currently holds 398 shares with a market value of $17.8K. It started holding XLE on 2025-03-31. At its peak, it held 398 shares on 2025-12-31. Its highest holding value was $31.1K on 2025-03-31. At its lowest, it held 199 shares on 2025-06-30, with a value of $16.9K on 2025-06-30. In the recent 180 days, Wealth Preservation Advisors, LLC has increased its shares by 199.