Simplicity Wealth,LLC's ownership history for XLF

Simplicity Wealth,LLC currently holds 51.2K shares with a market value of $2.8M. It started holding XLF on 2024-09-30. At its peak, it held 87.8K shares on 2025-06-30. Its highest holding value was $4.6M on 2025-06-30. At its lowest, it held 4.4K shares on 2024-12-31, with a value of $213.9K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 21.1K. In the recent year, Simplicity Wealth,LLC has increased its shares by 22.5K.