Horizon Wealth Management, LLC's ownership history for XLY

Horizon Wealth Management, LLC currently holds 2.7K shares with a market value of $297.5K. It started holding XLY on 2024-09-30. At its peak, it held 57.7K shares on 2024-12-31. Its highest holding value was $13.0M on 2024-12-31. At its lowest, it held 1.4K shares on 2025-06-30, with a value of $284.5K on 2024-09-30. In the recent 180 days, Horizon Wealth Management, LLC has increased its shares by 1.4K. In the recent year, Horizon Wealth Management, LLC has increased its shares by 1.2K.