Comprehensive Wealth Management, LLC's ownership history for XLF

Comprehensive Wealth Management, LLC currently holds 95.4K shares with a market value of $4.7M. It started holding XLF on 2024-09-30. At its peak, it held 95.4K shares on 2026-03-31. Its highest holding value was $4.8M on 2025-12-31. At its lowest, it held 8.4K shares on 2024-12-31, with a value of $384.0K on 2024-09-30. In the recent 180 days, Comprehensive Wealth Management, LLC has increased its shares by 19.0K. In the recent year, Comprehensive Wealth Management, LLC has increased its shares by 85.2K.