Modern Wealth Management, LLC's ownership history for XLF

Modern Wealth Management, LLC currently holds 20.5K shares with a market value of $1.0M. It started holding XLF on 2024-12-31. At its peak, it held 43.0K shares on 2025-12-31. Its highest holding value was $2.4M on 2025-12-31. At its lowest, it held 18.4K shares on 2024-12-31, with a value of $935.2K on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 649. In the recent year, Modern Wealth Management, LLC has increased its shares by 1.8K.