Centric Wealth Management's ownership history for XLF

Centric Wealth Management currently holds 79.5K shares with a market value of $4.2M. It started holding XLF on 2024-09-30. At its peak, it held 79.5K shares on 2025-09-30. Its highest holding value was $4.2M on 2025-09-30. At its lowest, it held 22.5K shares on 2025-06-30, with a value of $1.2M on 2025-06-30. In the recent 180 days, Centric Wealth Management has increased its shares by 3.8K. In the recent year, Centric Wealth Management has increased its shares by 20.0K.