Waldron Private Wealth LLC's ownership history for XLF

Waldron Private Wealth LLC currently holds 17.6K shares with a market value of $963.7K. It started holding XLF on 2024-09-30. At its peak, it held 18.4K shares on 2024-09-30. Its highest holding value was $963.7K on 2025-12-31. At its lowest, it held 11.6K shares on 2024-12-31, with a value of $561.8K on 2024-12-31. In the recent 180 days, Waldron Private Wealth LLC has increased its shares by 0. In the recent year, Waldron Private Wealth LLC has increased its shares by 6.0K.