Coastal Bridge Advisors, LLC's ownership history for XLY


Coastal Bridge Advisors, LLC currently holds 22.1K shares with a market value of $2.6M. It started holding XLY on 2025-06-30. At its peak, it held 22.1K shares on 2025-12-31. Its highest holding value was $5.0M on 2025-09-30. At its lowest, it held 21.1K shares on 2025-09-30, with a value of $2.6M on 2025-12-31. In the recent 180 days, Coastal Bridge Advisors, LLC has increased its shares by 977.


Coastal Bridge Advisors, LLC's ownership history for XLY