Gradient Capital Advisors, LLC's ownership history for XLF

Gradient Capital Advisors, LLC currently holds 7.6K shares with a market value of $407.3K. It started holding XLF on 2024-09-30. At its peak, it held 7.6K shares on 2025-09-30. Its highest holding value was $407.3K on 2025-09-30. At its lowest, it held 5.2K shares on 2024-09-30, with a value of $235.6K on 2024-09-30. In the recent 180 days, Gradient Capital Advisors, LLC has increased its shares by 911. In the recent year, Gradient Capital Advisors, LLC has increased its shares by 2.4K.