waypoint wealth counsel's ownership history for XLF

waypoint wealth counsel currently holds 13.1K shares with a market value of $701.6K. It started holding XLF on 2024-09-30. At its peak, it held 14.9K shares on 2025-03-31. Its highest holding value was $782.9K on 2025-06-30. At its lowest, it held 12.4K shares on 2026-03-31, with a value of $612.5K on 2026-03-31. In the recent 180 days, waypoint wealth counsel has increased its shares by 535. In the recent year, waypoint wealth counsel has decreased its shares by 1.9K.