Modern Wealth Management, LLC's ownership history for XLC

Modern Wealth Management, LLC currently holds 22.6K shares with a market value of $2.7M. It started holding XLC on 2024-12-31. At its peak, it held 31.1K shares on 2025-06-30. Its highest holding value was $3.4M on 2025-06-30. At its lowest, it held 22.6K shares on 2025-09-30, with a value of $2.7M on 2025-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 8.5K.