Summit Financial, LLC's ownership history for XLF

Summit Financial, LLC currently holds 152.2K shares with a market value of $8.2M. It started holding XLF on 2024-09-30. At its peak, it held 204.9K shares on 2025-06-30. Its highest holding value was $10.7M on 2025-06-30. At its lowest, it held 73.4K shares on 2024-09-30, with a value of $3.3M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 15.9K. In the recent year, Summit Financial, LLC has increased its shares by 78.8K.