W.G. Shaheen & Associates DBA Whitney & Co's ownership history for XLV

W.G. Shaheen & Associates DBA Whitney & Co currently holds 2.4K shares with a market value of $351.0K. It started holding XLV on 2024-09-30. At its peak, it held 3.3K shares on 2025-06-30. Its highest holding value was $452.7K on 2025-03-31. At its lowest, it held 2.3K shares on 2024-12-31, with a value of $316.1K on 2024-12-31. In the recent 180 days, W.G. Shaheen & Associates DBA Whitney & Co has decreased its shares by 278. In the recent year, W.G. Shaheen & Associates DBA Whitney & Co has decreased its shares by 707.