Williams Jones Wealth Management, LLC.'s ownership history for XLF

Williams Jones Wealth Management, LLC. currently holds 33.1K shares with a market value of $1.6M. It started holding XLF on 2024-12-31. At its peak, it held 36.1K shares on 2024-12-31. Its highest holding value was $1.8M on 2025-12-31. At its lowest, it held 33.1K shares on 2025-12-31, with a value of $1.6M on 2026-03-31. In the recent 180 days, Williams Jones Wealth Management, LLC. has decreased its shares by 250. In the recent year, Williams Jones Wealth Management, LLC. has decreased its shares by 349.