Lido Advisors, LLC's ownership history for XLF


Lido Advisors, LLC currently holds 329.7K shares with a market value of $17.9M. It started holding XLF on 2024-09-30. At its peak, it held 737.5K shares on 2025-03-31. Its highest holding value was $37.8M on 2025-06-30. At its lowest, it held 315.7K shares on 2025-09-30, with a value of $17.0M on 2025-09-30. In the recent 180 days, Lido Advisors, LLC has decreased its shares by 391.2K. In the recent year, Lido Advisors, LLC has decreased its shares by 373.9K.

It has also owned 82 contracts of calls, with the market value of the underlying securities totaling $449.1K on 2024-09-30. At its peak, it held 238 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $1.2M on 2024-12-31. At its lowest, it held 38 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $189.3K on 2025-03-31. In the recent 180 days, Lido Advisors, LLC has increased its holdings by 44 contracts. In the recent year, Lido Advisors, LLC has decreased its holdings by 156 contracts.


Lido Advisors, LLC's ownership history for XLF
Lido Advisors, LLC's ownership history for XLF Call Options