Balboa Wealth Partners's ownership history for XLF
Balboa Wealth Partners currently holds 17.1K shares with a market value of $937.9K. It started holding XLF on 2024-09-30. At its peak, it held 17.5K shares on 2025-09-30. Its highest holding value was $943.4K on 2025-09-30. At its lowest, it held 16.5K shares on 2025-06-30, with a value of $767.5K on 2024-09-30. In the recent 180 days, Balboa Wealth Partners has increased its shares by 610. In the recent year, Balboa Wealth Partners has increased its shares by 570.
Balboa Wealth Partners's ownership history for XLF