Root Financial Partners, LLC's ownership history for XLY
Root Financial Partners, LLC currently holds 1.4K shares with a market value of $151.9K. It started holding XLY on 2025-09-30. At its peak, it held 1.7K shares on 2025-12-31. Its highest holding value was $205.9K on 2025-12-31. At its lowest, it held 838 shares on 2025-09-30, with a value of $151.9K on 2026-03-31. In the recent 180 days, Root Financial Partners, LLC has increased its shares by 556.
Root Financial Partners, LLC's ownership history for XLY