Portside Wealth Group, LLC's ownership history for XLF

Portside Wealth Group, LLC currently holds 4.4K shares with a market value of $239.7K. It started holding XLF on 2025-06-30. At its peak, it held 4.4K shares on 2025-09-30. Its highest holding value was $239.7K on 2025-09-30. At its lowest, it held 4.2K shares on 2025-06-30, with a value of $218.9K on 2025-06-30.