Atlantic Private Wealth, LLC's ownership history for XLY


Atlantic Private Wealth, LLC currently holds 1.1K shares with a market value of $137.3K. It started holding XLY on 2024-09-30. At its peak, it held 1.1K shares on 2025-12-31. Its highest holding value was $137.8K on 2025-09-30. At its lowest, it held 575 shares on 2024-09-30, with a value of $113.5K on 2025-03-31. In the recent 180 days, Atlantic Private Wealth, LLC has increased its shares by 575. In the recent year, Atlantic Private Wealth, LLC has increased its shares by 575.


Atlantic Private Wealth, LLC's ownership history for XLY