Hillcrest Wealth Advisors - NY, LLC's ownership history for XLF

Hillcrest Wealth Advisors - NY, LLC currently holds 54.9K shares with a market value of $2.7M. It started holding XLF on 2024-09-30. At its peak, it held 54.9K shares on 2026-03-31. Its highest holding value was $2.7M on 2026-03-31. At its lowest, it held 6.5K shares on 2025-06-30, with a value of $340.4K on 2025-06-30. In the recent 180 days, Hillcrest Wealth Advisors - NY, LLC has increased its shares by 48.4K. In the recent year, Hillcrest Wealth Advisors - NY, LLC has increased its shares by 44.7K.