Crestwood Advisors Group, LLC's ownership history for XLF

Crestwood Advisors Group, LLC currently holds 31.8K shares with a market value of $1.7M. It started holding XLF on 2024-09-30. At its peak, it held 38.2K shares on 2024-12-31. Its highest holding value was $1.9M on 2025-06-30. At its lowest, it held 31.8K shares on 2025-12-31, with a value of $1.7M on 2024-09-30. In the recent 180 days, Crestwood Advisors Group, LLC has decreased its shares by 3.5K. In the recent year, Crestwood Advisors Group, LLC has decreased its shares by 6.4K.