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

Compass Wealth Management, LLC/GA currently holds 217.8K shares with a market value of $10.8M. It started holding XLF on 2025-06-30. At its peak, it held 217.8K shares on 2026-03-31. Its highest holding value was $10.9M on 2025-12-31. At its lowest, it held 165.6K shares on 2025-06-30, with a value of $8.7M on 2025-06-30. In the recent 180 days, Compass Wealth Management, LLC/GA has increased its shares by 41.6K.