Crestwood Advisors Group, LLC's ownership history for XLF

Crestwood Advisors Group, LLC currently holds 32.0K shares with a market value of $1.7M. It started holding XLF on 2024-09-30. At its peak, it held 38.2K shares on 2024-12-31. Its highest holding value was $1.9M on 2025-06-30. At its lowest, it held 32.0K shares on 2025-09-30, with a value of $1.7M on 2024-09-30. In the recent 180 days, Crestwood Advisors Group, LLC has decreased its shares by 3.3K. In the recent year, Crestwood Advisors Group, LLC has decreased its shares by 5.6K.