Martel Wealth Advisors Inc's ownership history for XLK

Martel Wealth Advisors Inc currently holds 2.0K shares with a market value of $281.9K. It started holding XLK on 2023-03-31. At its peak, it held 2.4K shares on 2023-03-31. Its highest holding value was $535.7K on 2024-06-30. At its lowest, it held 979 shares on 2025-06-30, with a value of $247.9K on 2025-06-30. In the recent 180 days, Martel Wealth Advisors Inc has increased its shares by 979. In the recent year, Martel Wealth Advisors Inc has increased its shares by 440.