Clearstead Trust, LLC's ownership history for XLF

Clearstead Trust, LLC currently holds 606 shares with a market value of $32.6K. It started holding XLF on 2024-09-30. At its peak, it held 606 shares on 2025-06-30. Its highest holding value was $32.6K on 2025-09-30. At its lowest, it held 465 shares on 2024-09-30, with a value of $21.1K on 2024-09-30. In the recent 180 days, Clearstead Trust, LLC has increased its shares by 141. In the recent year, Clearstead Trust, LLC has increased its shares by 141.