Gratus Wealth Advisors, LLC's ownership history for XLV

Gratus Wealth Advisors, LLC currently holds 85.3K shares with a market value of $11.9M. It started holding XLV on 2024-09-30. At its peak, it held 102.5K shares on 2024-12-31. Its highest holding value was $14.5M on 2024-09-30. At its lowest, it held 79.8K shares on 2025-03-31, with a value of $10.9M on 2025-06-30. In the recent 180 days, Gratus Wealth Advisors, LLC has increased its shares by 5.5K. In the recent year, Gratus Wealth Advisors, LLC has decreased its shares by 10.7K.