PERSONAL CFO SOLUTIONS, LLC's ownership history for XLY
PERSONAL CFO SOLUTIONS, LLC currently holds 5.8K shares with a market value of $689.6K. It started holding XLY on 2025-06-30. At its peak, it held 5.8K shares on 2025-12-31. Its highest holding value was $895.1K on 2025-06-30. At its lowest, it held 3.0K shares on 2025-09-30, with a value of $689.6K on 2025-12-31. In the recent 180 days, PERSONAL CFO SOLUTIONS, LLC has increased its shares by 1.7K.
PERSONAL CFO SOLUTIONS, LLC's ownership history for XLY