Concord Wealth Partners's ownership history for XLF

Concord Wealth Partners currently holds 603 shares with a market value of $32.5K. It started holding XLF on 2024-09-30. At its peak, it held 673 shares on 2024-09-30. Its highest holding value was $32.5K on 2025-09-30. At its lowest, it held 603 shares on 2024-12-31, with a value of $29.1K on 2024-12-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 0. In the recent year, Concord Wealth Partners has decreased its shares by 70.