Summit Trail Advisors, LLC's ownership history for XLK

Summit Trail Advisors, LLC currently holds 10.1K shares with a market value of $2.8M. It started holding XLK on 2024-09-30. At its peak, it held 10.5K shares on 2024-12-31. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 10.1K shares on 2024-09-30, with a value of $2.2M on 2025-03-31. In the recent 180 days, Summit Trail Advisors, LLC has decreased its shares by 465. In the recent year, Summit Trail Advisors, LLC has increased its shares by 0.