Cassaday & Co Wealth Management LLC's ownership history for XLF

Cassaday & Co Wealth Management LLC currently holds 16.6K shares with a market value of $819.8K. It started holding XLF on 2024-09-30. At its peak, it held 17.5K shares on 2025-06-30. Its highest holding value was $926.4K on 2025-12-31. At its lowest, it held 16.5K shares on 2024-09-30, with a value of $747.4K on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has decreased its shares by 310. In the recent year, Cassaday & Co Wealth Management LLC has decreased its shares by 447.