United Asset Strategies, Inc.'s ownership history for XLF

United Asset Strategies, Inc. currently holds 151.3K shares with a market value of $7.5M. It started holding XLF on 2024-09-30. At its peak, it held 191.4K shares on 2024-12-31. Its highest holding value was $9.9M on 2025-12-31. At its lowest, it held 151.3K shares on 2026-03-31, with a value of $7.2M on 2024-09-30. In the recent 180 days, United Asset Strategies, Inc. has decreased its shares by 25.0K. In the recent year, United Asset Strategies, Inc. has decreased its shares by 32.4K.