Wharton Business Group, LLC's ownership history for XLF

Wharton Business Group, LLC currently holds 433.3K shares with a market value of $23.7M. It started holding XLF on 2024-09-30. At its peak, it held 433.3K shares on 2025-12-31. Its highest holding value was $23.7M on 2025-12-31. At its lowest, it held 420.7K shares on 2025-06-30, with a value of $19.5K on 2024-09-30. In the recent 180 days, Wharton Business Group, LLC has increased its shares by 12.6K. In the recent year, Wharton Business Group, LLC has increased its shares by 11.8K.