MILESTONE ASSET MANAGEMENT, LLC's ownership history for XLF

MILESTONE ASSET MANAGEMENT, LLC currently holds 14.3K shares with a market value of $704.7K. It started holding XLF on 2024-09-30. At its peak, it held 39.2K shares on 2025-03-31. Its highest holding value was $2.0M on 2025-03-31. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $319.4K on 2024-09-30. In the recent 180 days, MILESTONE ASSET MANAGEMENT, LLC has increased its shares by 381. In the recent year, MILESTONE ASSET MANAGEMENT, LLC has decreased its shares by 24.9K.