Synergy Investment Management, LLC's ownership history for XLY

Synergy Investment Management, LLC currently holds 542 shares with a market value of $59.1K. It started holding XLY on 2024-12-31. At its peak, it held 542 shares on 2026-03-31. Its highest holding value was $88.3K on 2024-12-31. At its lowest, it held 293 shares on 2025-03-31, with a value of $57.9K on 2025-03-31. In the recent 180 days, Synergy Investment Management, LLC has increased its shares by 148.