PALO ALTO WEALTH ADVISORS, LLC's ownership history for XHLF

PALO ALTO WEALTH ADVISORS, LLC currently holds 4.5K shares with a market value of $225.5K. It started holding XHLF on 2024-09-30. At its peak, it held 17.2K shares on 2024-12-31. Its highest holding value was $864.6K on 2024-12-31. At its lowest, it held 4.5K shares on 2025-06-30, with a value of $225.5K on 2025-09-30. In the recent 180 days, PALO ALTO WEALTH ADVISORS, LLC has decreased its shares by 2.4K. In the recent year, PALO ALTO WEALTH ADVISORS, LLC has decreased its shares by 2.0K.