Circle Wealth Management, LLC's ownership history for XLF

Circle Wealth Management, LLC currently holds 43.2K shares with a market value of $2.3M. It started holding XLF on 2024-09-30. At its peak, it held 43.2K shares on 2025-09-30. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 25.2K shares on 2024-09-30, with a value of $1.1M on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 6.2K. In the recent year, Circle Wealth Management, LLC has increased its shares by 18.0K.