Prepared Retirement Institute LLC's ownership history for XLF

Prepared Retirement Institute LLC currently holds 14.1K shares with a market value of $758.3K. It started holding XLF on 2024-12-31. At its peak, it held 15.5K shares on 2025-03-31. Its highest holding value was $780.9K on 2025-06-30. At its lowest, it held 9.2K shares on 2024-12-31, with a value of $443.8K on 2024-12-31. In the recent 180 days, Prepared Retirement Institute LLC has decreased its shares by 1.4K.