Whipplewood Advisors, LLC's ownership history for XLE

Whipplewood Advisors, LLC currently holds 860 shares with a market value of $38.5K. It started holding XLE on 2024-12-31. At its peak, it held 860 shares on 2025-12-31. Its highest holding value was $40.2K on 2025-03-31. At its lowest, it held 13 shares on 2025-03-31, with a value of $36.5K on 2025-06-30. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 430. In the recent year, Whipplewood Advisors, LLC has increased its shares by 430.