Wealth Preservation Advisors, LLC's ownership history for XLF

Wealth Preservation Advisors, LLC currently holds 8.1K shares with a market value of $401.6K. It started holding XLF on 2025-03-31. At its peak, it held 12.2K shares on 2025-06-30. Its highest holding value was $668.5K on 2025-12-31. At its lowest, it held 8.1K shares on 2026-03-31, with a value of $401.6K on 2026-03-31. In the recent 180 days, Wealth Preservation Advisors, LLC has decreased its shares by 4.1K. In the recent year, Wealth Preservation Advisors, LLC has decreased its shares by 4.1K.