Confluence Wealth Services, Inc.'s ownership history for XLY

Confluence Wealth Services, Inc. currently holds 1.1K shares with a market value of $270.8K. It started holding XLY on 2024-09-30. At its peak, it held 1.2K shares on 2024-09-30. Its highest holding value was $270.8K on 2025-09-30. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $230.4K on 2025-06-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 66.