Smallwood Wealth Investment Management, LLC's ownership history for XLF

Smallwood Wealth Investment Management, LLC currently holds 1.1K shares with a market value of $54.2K. It started holding XLF on 2025-03-31. At its peak, it held 1.1K shares on 2025-12-31. Its highest holding value was $60.1K on 2025-12-31. At its lowest, it held 550 shares on 2025-03-31, with a value of $27.4K on 2025-03-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 189. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 547.