Kapstone Financial Advisors LLC's ownership history for XLF

Kapstone Financial Advisors LLC currently holds 5.1K shares with a market value of $272.3K. It started holding XLF on 2024-09-30. At its peak, it held 5.1K shares on 2025-06-30. Its highest holding value was $272.3K on 2025-09-30. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $222.3K on 2024-09-30. In the recent 180 days, Kapstone Financial Advisors LLC has increased its shares by 131. In the recent year, Kapstone Financial Advisors LLC has increased its shares by 131.