Stone Summit Wealth LLC's ownership history for XLI

Stone Summit Wealth LLC currently holds 1.7K shares with a market value of $267.6K. It started holding XLI on 2024-09-30. At its peak, it held 2.0K shares on 2024-09-30. Its highest holding value was $272.2K on 2025-06-30. At its lowest, it held 1.7K shares on 2025-09-30, with a value of $260.8K on 2025-03-31. In the recent 180 days, Stone Summit Wealth LLC has decreased its shares by 255. In the recent year, Stone Summit Wealth LLC has decreased its shares by 270.