Core Wealth Partners LLC's ownership history for XLF

Core Wealth Partners LLC currently holds 14.2K shares with a market value of $767.5K. It started holding XLF on 2024-09-30. At its peak, it held 16.6K shares on 2025-03-31. Its highest holding value was $828.8K on 2025-03-31. At its lowest, it held 6.7K shares on 2024-09-30, with a value of $302.6K on 2024-09-30. In the recent 180 days, Core Wealth Partners LLC has decreased its shares by 2.4K. In the recent year, Core Wealth Partners LLC has increased its shares by 7.6K.