Allen Mooney & Barnes Investment Advisors LLC's ownership history for XLF

Allen Mooney & Barnes Investment Advisors LLC currently holds 4.5K shares with a market value of $222.5K. It started holding XLF on 2024-09-30. At its peak, it held 4.5K shares on 2026-03-31. Its highest holding value was $245.9K on 2025-12-31. At its lowest, it held 4.4K shares on 2025-03-31, with a value of $201.3K on 2024-09-30. In the recent 180 days, Allen Mooney & Barnes Investment Advisors LLC has increased its shares by 101. In the recent year, Allen Mooney & Barnes Investment Advisors LLC has increased its shares by 115.