Circle Wealth Management, LLC's ownership history for XLC

Circle Wealth Management, LLC currently holds 5.1K shares with a market value of $604.8K. It started holding XLC on 2025-06-30. At its peak, it held 5.1K shares on 2025-09-30. Its highest holding value was $608.2K on 2025-09-30. At its lowest, it held 4.2K shares on 2025-06-30, with a value of $454.0K on 2025-06-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 955.