Wharton Business Group, LLC's ownership history for XLF

Wharton Business Group, LLC currently holds 422.2K shares with a market value of $22.7M. It started holding XLF on 2024-09-30. At its peak, it held 429.7K shares on 2024-09-30. Its highest holding value was $22.7M on 2025-09-30. At its lowest, it held 420.7K shares on 2025-06-30, with a value of $19.5K on 2024-09-30. In the recent 180 days, Wharton Business Group, LLC has decreased its shares by 1.8K. In the recent year, Wharton Business Group, LLC has decreased its shares by 7.5K.