Synergy Investment Management, LLC's ownership history for XLF

Synergy Investment Management, LLC currently holds 4.7K shares with a market value of $230.4K. It started holding XLF on 2024-12-31. At its peak, it held 4.7K shares on 2026-03-31. Its highest holding value was $232.6K on 2025-12-31. At its lowest, it held 1.6K shares on 2024-12-31, with a value of $79.3K on 2024-12-31. In the recent 180 days, Synergy Investment Management, LLC has increased its shares by 3.0K.