Waverly Advisors, LLC's ownership history for XLF

Waverly Advisors, LLC currently holds 151.2K shares with a market value of $7.5M. It started holding XLF on 2024-12-31. At its peak, it held 187.7K shares on 2025-12-31. Its highest holding value was $10.3M on 2025-12-31. 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 52.2K. In the recent year, Waverly Advisors, LLC has increased its shares by 95.6K.