Kellett Wealth Advisors, LLC's ownership history for XLK

Kellett Wealth Advisors, LLC currently holds 1.3K shares with a market value of $374.5K. It started holding XLK on 2024-09-30. At its peak, it held 1.8K shares on 2024-12-31. Its highest holding value was $424.7K on 2024-12-31. At its lowest, it held 1.1K shares on 2025-06-30, with a value of $288.7K on 2025-06-30. In the recent 180 days, Kellett Wealth Advisors, LLC has decreased its shares by 450. In the recent year, Kellett Wealth Advisors, LLC has decreased its shares by 497.