Agate Pass Investment Management, LLC's ownership history for XLF

Agate Pass Investment Management, LLC currently holds 7.7K shares with a market value of $379.2K. It started holding XLF on 2024-09-30. At its peak, it held 7.7K shares on 2025-12-31. Its highest holding value was $420.7K on 2025-12-31. At its lowest, it held 7.1K shares on 2024-09-30, with a value of $322.1K on 2024-09-30. In the recent 180 days, Agate Pass Investment Management, LLC has increased its shares by 450. In the recent year, Agate Pass Investment Management, LLC has increased its shares by 574.