Root Financial Partners, LLC's ownership history for XLF
Root Financial Partners, LLC currently holds 6.1K shares with a market value of $331.3K. It started holding XLF on 2025-03-31. At its peak, it held 6.2K shares on 2025-06-30. Its highest holding value was $331.3K on 2025-09-30. At its lowest, it held 4.3K shares on 2025-03-31, with a value of $214.7K on 2025-03-31. In the recent 180 days, Root Financial Partners, LLC has increased its shares by 1.8K.
Root Financial Partners, LLC's ownership history for XLF