CBIZ Investment Advisory Services, LLC's ownership history for XLF

CBIZ Investment Advisory Services, LLC currently holds 1.5K shares with a market value of $74.1K. It started holding XLF on 2024-09-30. At its peak, it held 1.5K shares on 2025-12-31. Its highest holding value was $82.2K on 2025-12-31. At its lowest, it held 313 shares on 2024-09-30, with a value of $14.2K on 2024-09-30. In the recent 180 days, CBIZ Investment Advisory Services, LLC has increased its shares by 912. In the recent year, CBIZ Investment Advisory Services, LLC has increased its shares by 1.2K.