Waverly Advisors, LLC's ownership history for XLP

Waverly Advisors, LLC currently holds 81.1K shares with a market value of $6.3M. It started holding XLP on 2024-12-31. At its peak, it held 81.1K shares on 2025-12-31. Its highest holding value was $6.3M on 2025-12-31. At its lowest, it held 57.9K shares on 2024-12-31, with a value of $4.5M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 12.8K. In the recent year, Waverly Advisors, LLC has increased its shares by 23.2K.