Klingman & Associates, LLC's ownership history for XLF

Klingman & Associates, LLC currently holds 3.8K shares with a market value of $204.3K. It started holding XLF on 2025-06-30. At its peak, it held 3.9K shares on 2025-06-30. Its highest holding value was $206.3K on 2025-06-30. At its lowest, it held 3.8K shares on 2025-09-30, with a value of $204.3K on 2025-09-30.