Compass Wealth Management, LLC/GA's ownership history for XLF

Compass Wealth Management, LLC/GA currently holds 198.3K shares with a market value of $10.9M. It started holding XLF on 2025-06-30. At its peak, it held 198.3K shares on 2025-12-31. Its highest holding value was $10.9M on 2025-12-31. At its lowest, it held 165.6K shares on 2025-06-30, with a value of $8.7M on 2025-06-30. In the recent 180 days, Compass Wealth Management, LLC/GA has increased its shares by 32.8K.