Accurate Wealth Management, LLC's ownership history for XLF

Accurate Wealth Management, LLC currently holds 8.7K shares with a market value of $482.5K. It started holding XLF on 2024-09-30. At its peak, it held 137.3K shares on 2024-09-30. Its highest holding value was $6.4M on 2024-09-30. At its lowest, it held 8.7K shares on 2025-12-31, with a value of $441.2K on 2025-03-31. In the recent 180 days, Accurate Wealth Management, LLC has decreased its shares by 86. In the recent year, Accurate Wealth Management, LLC has decreased its shares by 127.0K.