Lion Street Advisors, LLC's ownership history for XLF

Lion Street Advisors, LLC currently holds 18.3K shares with a market value of $735.5K. It started holding XLF on 2024-09-30. At its peak, it held 18.3K shares on 2025-09-30. Its highest holding value was $735.5K on 2025-09-30. At its lowest, it held 4.4K shares on 2024-09-30, with a value of $201.0K on 2024-09-30. In the recent 180 days, Lion Street Advisors, LLC has increased its shares by 9.9K. In the recent year, Lion Street Advisors, LLC has increased its shares by 13.8K.