Advisor OS, LLC's ownership history for XLF

Advisor OS, LLC currently holds 4.5K shares with a market value of $245.5K. It started holding XLF on 2024-09-30. At its peak, it held 147.4K shares on 2024-09-30. Its highest holding value was $6.7M on 2024-09-30. At its lowest, it held 4.5K shares on 2025-12-31, with a value of $245.5K on 2025-12-31. In the recent 180 days, Advisor OS, LLC has decreased its shares by 35.2K. In the recent year, Advisor OS, LLC has decreased its shares by 31.0K.