Circle Wealth Management, LLC's ownership history for XLP

Circle Wealth Management, LLC currently holds 87.2K shares with a market value of $6.8M. It started holding XLP on 2024-09-30. At its peak, it held 89.6K shares on 2024-12-31. Its highest holding value was $7.4M on 2024-09-30. At its lowest, it held 83.5K shares on 2025-03-31, with a value of $6.8M on 2025-06-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 3.7K. In the recent year, Circle Wealth Management, LLC has decreased its shares by 2.2K.