SkyOak Wealth, LLC's ownership history for XLF

SkyOak Wealth, LLC currently holds 6.9K shares with a market value of $370.7K. It started holding XLF on 2024-12-31. At its peak, it held 10.4K shares on 2024-12-31. Its highest holding value was $517.1K on 2025-03-31. At its lowest, it held 6.9K shares on 2025-06-30, with a value of $360.4K on 2025-06-30. In the recent 180 days, SkyOak Wealth, LLC has decreased its shares by 3.5K.