Plante Moran Financial Advisors, LLC's ownership history for XLE

Plante Moran Financial Advisors, LLC currently holds 1.1K shares with a market value of $65.4K. It started holding XLE on 2024-09-30. At its peak, it held 1.5K shares on 2025-12-31. Its highest holding value was $72.4K on 2024-09-30. At its lowest, it held 524 shares on 2025-03-31, with a value of $44.7K on 2025-06-30. In the recent 180 days, Plante Moran Financial Advisors, LLC has increased its shares by 538. In the recent year, Plante Moran Financial Advisors, LLC has increased its shares by 543.