Claro Advisors LLC's ownership history for XLE

Claro Advisors LLC currently holds 11.2K shares with a market value of $999.8K. It started holding XLE on 2024-09-30. At its peak, it held 18.5K shares on 2024-12-31. Its highest holding value was $1.6M on 2024-12-31. At its lowest, it held 10.7K shares on 2025-06-30, with a value of $908.7K on 2025-06-30. In the recent 180 days, Claro Advisors LLC has decreased its shares by 59. In the recent year, Claro Advisors LLC has decreased its shares by 2.8K.