Philip James Wealth Mangement, LLC's ownership history for XLF

Philip James Wealth Mangement, LLC currently holds 7.3K shares with a market value of $393.5K. It started holding XLF on 2024-09-30. At its peak, it held 15.5K shares on 2024-09-30. Its highest holding value was $750.2K on 2025-06-30. At its lowest, it held 7.3K shares on 2025-09-30, with a value of $393.5K on 2025-09-30. In the recent 180 days, Philip James Wealth Mangement, LLC has decreased its shares by 7.1K.