Private Wealth Management Group, LLC's ownership history for XLF


Private Wealth Management Group, LLC currently holds 250 shares with a market value of $12.3K. It started holding XLF on 2024-09-30. At its peak, it held 436 shares on 2025-03-31. Its highest holding value was $21.7K on 2025-03-31. At its lowest, it held 250 shares on 2024-09-30, with a value of $11.3K on 2024-09-30. In the recent 180 days, Private Wealth Management Group, LLC has decreased its shares by 123. In the recent year, Private Wealth Management Group, LLC has decreased its shares by 186.


Private Wealth Management Group, LLC's ownership history for XLF