SMART Wealth LLC's ownership history for XLP

SMART Wealth LLC currently holds 7.4K shares with a market value of $579.4K. It started holding XLP on 2023-03-31. At its peak, it held 66.4K shares on 2025-06-30. Its highest holding value was $5.4M on 2025-06-30. At its lowest, it held 7.4K shares on 2025-09-30, with a value of $579.4K on 2025-09-30. In the recent 180 days, SMART Wealth LLC has decreased its shares by 49.5K. In the recent year, SMART Wealth LLC has decreased its shares by 20.5K.