Wealth Architects, LLC's ownership history for XLF

Wealth Architects, LLC currently holds 10.2K shares with a market value of $547.6K. It started holding XLF on 2024-09-30. At its peak, it held 10.2K shares on 2025-06-30. Its highest holding value was $966.1K on 2025-03-31. At its lowest, it held 4.6K shares on 2025-03-31, with a value of $245.0K on 2024-09-30. In the recent 180 days, Wealth Architects, LLC has increased its shares by 5.6K. In the recent year, Wealth Architects, LLC has increased its shares by 4.8K.