Modera Wealth Management, LLC's ownership history for XLF

Modera Wealth Management, LLC currently holds 11.7K shares with a market value of $630.4K. It started holding XLF on 2024-09-30. At its peak, it held 12.5K shares on 2024-12-31. Its highest holding value was $630.4K on 2025-09-30. At its lowest, it held 10.2K shares on 2024-09-30, with a value of $460.1K on 2024-09-30. In the recent 180 days, Modera Wealth Management, LLC has increased its shares by 331. In the recent year, Modera Wealth Management, LLC has increased its shares by 1.5K.