Optivise Advisory Services LLC's ownership history for XLF

Optivise Advisory Services LLC currently holds 10.2K shares with a market value of $561.1K. It started holding XLF on 2025-03-31. At its peak, it held 11.0K shares on 2025-09-30. Its highest holding value was $590.9K on 2025-09-30. At its lowest, it held 6.7K shares on 2025-03-31, with a value of $333.7K on 2025-03-31. In the recent 180 days, Optivise Advisory Services LLC has increased its shares by 1.5K.