Clearstead Advisors, LLC's ownership history for XLE

Clearstead Advisors, LLC currently holds 32.2K shares with a market value of $2.0M. It started holding XLE on 2024-09-30. At its peak, it held 32.2K shares on 2026-03-31. Its highest holding value was $2.0M on 2026-03-31. At its lowest, it held 11.9K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 17.5K. In the recent year, Clearstead Advisors, LLC has increased its shares by 17.9K.