BURLING WEALTH PARTNERS, LLC's ownership history for XLY
BURLING WEALTH PARTNERS, LLC currently holds 1.8K shares with a market value of $216.6K. It started holding XLY on 2024-12-31. At its peak, it held 1.8K shares on 2025-12-31. Its highest holding value was $217.4K on 2025-09-30. At its lowest, it held 900 shares on 2024-12-31, with a value of $201.9K on 2024-12-31. In the recent 180 days, BURLING WEALTH PARTNERS, LLC has increased its shares by 914.
BURLING WEALTH PARTNERS, LLC's ownership history for XLY