LWM Advisory Services, LLC's ownership history for XLK

LWM Advisory Services, LLC currently holds 5.5K shares with a market value of $726.6K. It started holding XLK on 2024-09-30. At its peak, it held 18.2K shares on 2025-12-31. Its highest holding value was $2.6M on 2025-12-31. At its lowest, it held 2.7K shares on 2025-06-30, with a value of $567.0K on 2025-03-31. In the recent 180 days, LWM Advisory Services, LLC has decreased its shares by 3.7K. In the recent year, LWM Advisory Services, LLC has increased its shares by 2.7K.