Clearstead Advisors, LLC's ownership history for XLE

Clearstead Advisors, LLC currently holds 14.7K shares with a market value of $1.3M. It started holding XLE on 2024-09-30. At its peak, it held 17.8K shares on 2025-06-30. Its highest holding value was $1.5M on 2025-06-30. 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 392. In the recent year, Clearstead Advisors, LLC has increased its shares by 2.8K.