LYELL WEALTH MANAGEMENT, LP's ownership history for XLF

LYELL WEALTH MANAGEMENT, LP currently holds 22.8K shares with a market value of $1.2M. It started holding XLF on 2024-09-30. At its peak, it held 37.1K shares on 2025-03-31. Its highest holding value was $1.8M on 2025-03-31. At its lowest, it held 21.4K shares on 2024-09-30, with a value of $970.2K on 2024-09-30. In the recent 180 days, LYELL WEALTH MANAGEMENT, LP has decreased its shares by 14.3K. In the recent year, LYELL WEALTH MANAGEMENT, LP has increased its shares by 1.4K.