Regent Peak Wealth Advisors LLC's ownership history for XLF

Regent Peak Wealth Advisors LLC currently holds 4.3K shares with a market value of $237.3K. It started holding XLF on 2024-12-31. At its peak, it held 4.3K shares on 2024-12-31. Its highest holding value was $237.3K on 2025-12-31. At its lowest, it held 4.3K shares on 2024-12-31, with a value of $209.4K on 2024-12-31. In the recent 180 days, Regent Peak Wealth Advisors LLC has increased its shares by 0.