Modern Wealth Management, LLC's ownership history for XLK

Modern Wealth Management, LLC currently holds 54.3K shares with a market value of $15.3M. It started holding XLK on 2024-09-30. At its peak, it held 54.3K shares on 2025-09-30. Its highest holding value was $15.3M on 2025-09-30. 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 48.4K. In the recent year, Modern Wealth Management, LLC has increased its shares by 39.4K.