Jackson, Grant Investment Advisers, Inc.'s ownership history for XLF

Jackson, Grant Investment Advisers, Inc. currently holds 28.8K shares with a market value of $1.4M. It started holding XLF on 2024-09-30. At its peak, it held 28.8K shares on 2026-03-31. Its highest holding value was $1.4M on 2026-03-31. At its lowest, it held 23.5K shares on 2024-12-31, with a value of $1.1M on 2024-12-31. In the recent 180 days, Jackson, Grant Investment Advisers, Inc. has increased its shares by 4.6K. In the recent year, Jackson, Grant Investment Advisers, Inc. has increased its shares by 5.2K.