Smith Salley Wealth Management's ownership history for XLF

Smith Salley Wealth Management currently holds 27.7K shares with a market value of $1.5M. It started holding XLF on 2024-09-30. At its peak, it held 27.7K shares on 2025-06-30. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 25.9K shares on 2025-03-31, with a value of $1.2M on 2024-09-30. In the recent 180 days, Smith Salley Wealth Management has increased its shares by 1.8K. In the recent year, Smith Salley Wealth Management has increased its shares by 1.7K.