Trinity Wealth Management, LLC's ownership history for XLK

Trinity Wealth Management, LLC currently holds 64.3K shares with a market value of $9.3M. It started holding XLK on 2024-09-30. At its peak, it held 64.3K shares on 2025-12-31. Its highest holding value was $9.8M on 2024-12-31. At its lowest, it held 18.1K shares on 2025-06-30, with a value of $4.6M on 2025-06-30. In the recent 180 days, Trinity Wealth Management, LLC has increased its shares by 46.2K. In the recent year, Trinity Wealth Management, LLC has increased its shares by 21.9K.