Bison Wealth, LLC's ownership history for XLY

Bison Wealth, LLC currently holds 3.8K shares with a market value of $450.8K. It started holding XLY on 2024-09-30. At its peak, it held 3.8K shares on 2026-03-31. Its highest holding value was $450.8K on 2026-03-31. At its lowest, it held 830 shares on 2025-09-30, with a value of $201.0K on 2025-09-30. In the recent 180 days, Bison Wealth, LLC has increased its shares by 3.0K. In the recent year, Bison Wealth, LLC has increased its shares by 2.7K.