IBEX WEALTH ADVISORS's ownership history for XLF

IBEX WEALTH ADVISORS currently holds 17.2K shares with a market value of $926.3K. It started holding XLF on 2025-03-31. At its peak, it held 35.9K shares on 2025-03-31. Its highest holding value was $1.8M on 2025-03-31. At its lowest, it held 17.2K shares on 2025-06-30, with a value of $899.2K on 2025-06-30. In the recent 180 days, IBEX WEALTH ADVISORS has decreased its shares by 18.7K.