Modern Wealth Management, LLC's ownership history for XLK

Modern Wealth Management, LLC currently holds 114.3K shares with a market value of $15.4M. It started holding XLK on 2024-09-30. At its peak, it held 114.3K shares on 2026-03-31. Its highest holding value was $15.9M on 2025-12-31. At its lowest, it held 5.9K shares on 2025-03-31, with a value of $1.2M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 60.0K. In the recent year, Modern Wealth Management, LLC has increased its shares by 108.4K.