Waldron Private Wealth LLC's ownership history for XLY


Waldron Private Wealth LLC currently holds 1.0K shares with a market value of $246.1K. It started holding XLY on 2024-09-30. At its peak, it held 1.9K shares on 2024-09-30. Its highest holding value was $385.1K on 2024-09-30. At its lowest, it held 1.0K shares on 2025-03-31, with a value of $200.4K on 2025-03-31. In the recent 180 days, Waldron Private Wealth LLC has increased its shares by 12.


Waldron Private Wealth LLC's ownership history for XLY