Sound View Wealth Advisors Group, LLC's ownership history for XLF

Sound View Wealth Advisors Group, LLC currently holds 9.8K shares with a market value of $534.7K. It started holding XLF on 2024-09-30. At its peak, it held 10.0K shares on 2025-06-30. Its highest holding value was $536.7K on 2025-09-30. At its lowest, it held 9.1K shares on 2024-09-30, with a value of $411.6K on 2024-09-30. In the recent 180 days, Sound View Wealth Advisors Group, LLC has decreased its shares by 200. In the recent year, Sound View Wealth Advisors Group, LLC has decreased its shares by 67.