Insight Wealth Strategies, LLC's ownership history for XLF

Insight Wealth Strategies, LLC currently holds 4.3K shares with a market value of $210.5K. It started holding XLF on 2024-09-30. At its peak, it held 213.3K shares on 2024-09-30. Its highest holding value was $10.2M on 2024-12-31. At its lowest, it held 4.2K shares on 2025-12-31, with a value of $210.5K on 2026-03-31. In the recent 180 days, Insight Wealth Strategies, LLC has decreased its shares by 2.8K. In the recent year, Insight Wealth Strategies, LLC has decreased its shares by 182.9K.