Waterway Wealth Management, LLC's ownership history for XLF

Waterway Wealth Management, LLC currently holds 7.2K shares with a market value of $355.0K. It started holding XLF on 2024-09-30. At its peak, it held 56.2K shares on 2024-12-31. Its highest holding value was $2.7M on 2024-12-31. At its lowest, it held 7.2K shares on 2026-03-31, with a value of $355.0K on 2026-03-31. In the recent 180 days, Waterway Wealth Management, LLC has decreased its shares by 559. In the recent year, Waterway Wealth Management, LLC has decreased its shares by 30.7K.