Octavia Wealth Advisors, LLC's ownership history for XLF

Octavia Wealth Advisors, LLC currently holds 13.9K shares with a market value of $748.2K. It started holding XLF on 2024-09-30. At its peak, it held 13.9K shares on 2025-09-30. Its highest holding value was $748.2K on 2025-09-30. At its lowest, it held 12.8K shares on 2025-03-31, with a value of $621.6K on 2024-09-30. In the recent 180 days, Octavia Wealth Advisors, LLC has increased its shares by 1.1K. In the recent year, Octavia Wealth Advisors, LLC has increased its shares by 173.