Lodestone Wealth Management LLC's ownership history for XLF

Lodestone Wealth Management LLC currently holds 10.3K shares with a market value of $509.3K. It started holding XLF on 2024-09-30. At its peak, it held 10.3K shares on 2026-03-31. Its highest holding value was $562.9K on 2025-12-31. At its lowest, it held 9.7K shares on 2024-12-31, with a value of $453.1K on 2024-09-30. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 63. In the recent year, Lodestone Wealth Management LLC has increased its shares by 437.