PRECEDENT WEALTH PARTNERS, LLC's ownership history for XLF

PRECEDENT WEALTH PARTNERS, LLC currently holds 6.2K shares with a market value of $332.5K. It started holding XLF on 2024-09-30. At its peak, it held 6.2K shares on 2026-06-30. Its highest holding value was $332.5K on 2026-06-30. At its lowest, it held 5.2K shares on 2024-09-30, with a value of $237.7K on 2024-09-30. In the recent 180 days, PRECEDENT WEALTH PARTNERS, LLC has increased its shares by 958.