Mowery & Schoenfeld Wealth Management, LLC's ownership history for XLK

Mowery & Schoenfeld Wealth Management, LLC currently holds 800 shares with a market value of $106.3K. It started holding XLK on 2024-09-30. At its peak, it held 800 shares on 2025-12-31. Its highest holding value was $115.2K on 2025-12-31. At its lowest, it held 400 shares on 2024-09-30, with a value of $82.6K on 2025-03-31. In the recent 180 days, Mowery & Schoenfeld Wealth Management, LLC has increased its shares by 400. In the recent year, Mowery & Schoenfeld Wealth Management, LLC has increased its shares by 400.