Perennial Advisors, LLC's ownership history for XLF

Perennial Advisors, LLC currently holds 19.4K shares with a market value of $958.5K. It started holding XLF on 2025-03-31. At its peak, it held 19.4K shares on 2026-03-31. Its highest holding value was $958.5K on 2026-03-31. At its lowest, it held 7.0K shares on 2025-06-30, with a value of $358.5K on 2025-03-31. In the recent 180 days, Perennial Advisors, LLC has increased its shares by 12.1K. In the recent year, Perennial Advisors, LLC has increased its shares by 12.2K.