Advyzon Investment Management, LLC's ownership history for XLF

Advyzon Investment Management, LLC currently holds 30.9K shares with a market value of $1.5M. It started holding XLF on 2024-12-31. At its peak, it held 37.7K shares on 2024-12-31. Its highest holding value was $1.8M on 2024-12-31. At its lowest, it held 17.5K shares on 2025-06-30, with a value of $917.2K on 2025-06-30. In the recent 180 days, Advyzon Investment Management, LLC has increased its shares by 10.7K. In the recent year, Advyzon Investment Management, LLC has increased its shares by 1.2K.