Concord Wealth Partners's ownership history for XLI

Concord Wealth Partners currently holds 465 shares with a market value of $72.1K. It started holding XLI on 2024-09-30. At its peak, it held 465 shares on 2025-12-31. Its highest holding value was $72.1K on 2025-12-31. At its lowest, it held 50 shares on 2025-03-31, with a value of $6.6K on 2025-03-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 415. In the recent year, Concord Wealth Partners has increased its shares by 374.