One Charles Private Wealth Services, LLC's ownership history for XLF

One Charles Private Wealth Services, LLC currently holds 51.2K shares with a market value of $2.5M. It started holding XLF on 2024-09-30. At its peak, it held 56.2K shares on 2025-12-31. Its highest holding value was $3.1M on 2025-12-31. At its lowest, it held 48.8K shares on 2024-09-30, with a value of $2.2M on 2024-09-30. In the recent 180 days, One Charles Private Wealth Services, LLC has decreased its shares by 4.5K. In the recent year, One Charles Private Wealth Services, LLC has decreased its shares by 216.