Wealth Preservation Advisors, LLC's ownership history for XLF

Wealth Preservation Advisors, LLC currently holds 12.2K shares with a market value of $657.5K. 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 $657.5K on 2025-09-30. At its lowest, it held 12.2K shares on 2025-03-31, with a value of $607.7K on 2025-03-31. In the recent 180 days, Wealth Preservation Advisors, LLC has increased its shares by 5.