Axim Planning & Wealth's ownership history for XLY

Axim Planning & Wealth currently holds 1.8K shares with a market value of $215.4K. It started holding XLY on 2025-06-30. At its peak, it held 1.8K shares on 2025-12-31. Its highest holding value was $233.9K on 2025-09-30. At its lowest, it held 976 shares on 2025-09-30, with a value of $215.4K on 2025-12-31. In the recent 180 days, Axim Planning & Wealth has increased its shares by 776.