HEADINVEST, LLC's ownership history for XLF

HEADINVEST, LLC currently holds 16.4K shares with a market value of $898.2K. It started holding XLF on 2024-09-30. At its peak, it held 19.3K shares on 2024-09-30. Its highest holding value was $911.2K on 2025-09-30. At its lowest, it held 16.4K shares on 2025-12-31, with a value of $874.1K on 2024-09-30. In the recent 180 days, HEADINVEST, LLC has decreased its shares by 703. In the recent year, HEADINVEST, LLC has decreased its shares by 1.7K.