Wescott Financial Advisory Group, LLC's ownership history for XLK

Wescott Financial Advisory Group, LLC currently holds 1.8K shares with a market value of $245.8K. It started holding XLK on 2024-09-30. At its peak, it held 2.3K shares on 2024-09-30. Its highest holding value was $511.1K on 2024-09-30. At its lowest, it held 918 shares on 2025-06-30, with a value of $224.9K on 2024-12-31. In the recent 180 days, Wescott Financial Advisory Group, LLC has increased its shares by 729. In the recent year, Wescott Financial Advisory Group, LLC has increased its shares by 882.