Charter Oak Capital Management, LLC's ownership history for XLF

Charter Oak Capital Management, LLC currently holds 12.7K shares with a market value of $626.4K. It started holding XLF on 2024-09-30. At its peak, it held 17.7K shares on 2025-03-31. Its highest holding value was $883.1K on 2025-03-31. At its lowest, it held 12.7K shares on 2025-06-30, with a value of $626.4K on 2026-03-31. In the recent 180 days, Charter Oak Capital Management, LLC has increased its shares by 0. In the recent year, Charter Oak Capital Management, LLC has decreased its shares by 5.0K.