Waverly Advisors, LLC's ownership history for XLP

Waverly Advisors, LLC currently holds 72.6K shares with a market value of $5.7M. It started holding XLP on 2024-12-31. At its peak, it held 72.6K shares on 2025-09-30. Its highest holding value was $5.7M on 2025-09-30. At its lowest, it held 57.9K shares on 2024-12-31, with a value of $4.5M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 12.6K.