Compass Wealth Management, LLC/GA's ownership history for XLF

Compass Wealth Management, LLC/GA currently holds 176.3K shares with a market value of $9.5M. It started holding XLF on 2025-06-30. At its peak, it held 176.3K shares on 2025-09-30. Its highest holding value was $9.5M on 2025-09-30. At its lowest, it held 165.6K shares on 2025-06-30, with a value of $8.7M on 2025-06-30.