Waverly Advisors, LLC's ownership history for XLP

Waverly Advisors, LLC currently holds 109.2K shares with a market value of $9.0M. It started holding XLP on 2024-12-31. At its peak, it held 109.2K shares on 2026-03-31. Its highest holding value was $9.0M on 2026-03-31. 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 36.6K. In the recent year, Waverly Advisors, LLC has increased its shares by 49.2K.