Cascade Financial Partners, LLC's ownership history for XLF

Cascade Financial Partners, LLC currently holds 14.3K shares with a market value of $703.8K. It started holding XLF on 2025-06-30. At its peak, it held 14.3K shares on 2026-03-31. Its highest holding value was $703.8K on 2026-03-31. At its lowest, it held 10.0K shares on 2025-06-30, with a value of $525.2K on 2025-06-30. In the recent 180 days, Cascade Financial Partners, LLC has increased its shares by 4.2K.