Portside Wealth Group, LLC's ownership history for XLF

Portside Wealth Group, LLC currently holds 6.1K shares with a market value of $332.9K. It started holding XLF on 2025-06-30. At its peak, it held 6.1K shares on 2025-12-31. Its highest holding value was $332.9K on 2025-12-31. At its lowest, it held 4.2K shares on 2025-06-30, with a value of $218.9K on 2025-06-30. In the recent 180 days, Portside Wealth Group, LLC has increased its shares by 1.9K.