GRIMES & Co WEALTH MANAGEMENT, LLC's ownership history for XLY

GRIMES & Co WEALTH MANAGEMENT, LLC currently holds 134.8K shares with a market value of $32.3M. It started holding XLY on 2024-09-30. At its peak, it held 195.0K shares on 2024-12-31. Its highest holding value was $43.7M on 2024-12-31. At its lowest, it held 100.3K shares on 2025-03-31, with a value of $19.8M on 2025-03-31. In the recent 180 days, GRIMES & Co WEALTH MANAGEMENT, LLC has increased its shares by 34.5K. In the recent year, GRIMES & Co WEALTH MANAGEMENT, LLC has decreased its shares by 57.7K.