Waverly Advisors, LLC's ownership history for XLF

Waverly Advisors, LLC currently holds 99.0K shares with a market value of $5.3M. It started holding XLF on 2024-12-31. At its peak, it held 99.0K shares on 2025-09-30. Its highest holding value was $5.3M on 2025-09-30. At its lowest, it held 55.6K shares on 2025-03-31, with a value of $2.7M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 43.4K.