Comprehensive Wealth Management, LLC's ownership history for XLF

Comprehensive Wealth Management, LLC currently holds 76.4K shares with a market value of $4.1M. It started holding XLF on 2024-09-30. At its peak, it held 76.4K shares on 2025-09-30. Its highest holding value was $4.1M on 2025-09-30. At its lowest, it held 8.4K shares on 2024-12-31, with a value of $384.0K on 2024-09-30. In the recent 180 days, Comprehensive Wealth Management, LLC has increased its shares by 66.2K. In the recent year, Comprehensive Wealth Management, LLC has increased its shares by 67.9K.