Coastal Bridge Advisors, LLC's ownership history for XLY

Coastal Bridge Advisors, LLC currently holds 23.7K shares with a market value of $2.6M. It started holding XLY on 2025-06-30. At its peak, it held 23.7K shares on 2026-03-31. Its highest holding value was $5.0M on 2025-09-30. At its lowest, it held 21.1K shares on 2025-09-30, with a value of $2.6M on 2026-03-31. In the recent 180 days, Coastal Bridge Advisors, LLC has increased its shares by 2.6K.