Winthrop Advisory Group LLC's ownership history for XLE

Winthrop Advisory Group LLC currently holds 4.1K shares with a market value of $249.2K. It started holding XLE on 2024-09-30. At its peak, it held 72.9K shares on 2024-09-30. Its highest holding value was $6.4M on 2024-09-30. At its lowest, it held 2.7K shares on 2025-06-30, with a value of $227.0K on 2025-06-30. In the recent 180 days, Winthrop Advisory Group LLC has decreased its shares by 538. In the recent year, Winthrop Advisory Group LLC has decreased its shares by 68.9K.