Legacy Wealth Asset Management, LLC's ownership history for XLF

Legacy Wealth Asset Management, LLC currently holds 11.2K shares with a market value of $552.7K. It started holding XLF on 2024-09-30. At its peak, it held 11.6K shares on 2024-09-30. Its highest holding value was $613.9K on 2025-09-30. At its lowest, it held 11.2K shares on 2025-12-31, with a value of $525.3K on 2024-09-30. In the recent 180 days, Legacy Wealth Asset Management, LLC has decreased its shares by 200. In the recent year, Legacy Wealth Asset Management, LLC has decreased its shares by 199.