Collaborative Wealth Managment Inc.'s ownership history for XLF

Collaborative Wealth Managment Inc. currently holds 11.2K shares with a market value of $611.4K. It started holding XLF on 2024-09-30. At its peak, it held 14.0K shares on 2024-12-31. Its highest holding value was $728.6K on 2025-09-30. At its lowest, it held 11.2K shares on 2025-12-31, with a value of $611.4K on 2025-12-31. In the recent 180 days, Collaborative Wealth Managment Inc. has decreased its shares by 1.9K. In the recent year, Collaborative Wealth Managment Inc. has decreased its shares by 2.8K.