TruWealth Advisors, LLC's ownership history for XLF

TruWealth Advisors, LLC currently holds 12.5K shares with a market value of $685.6K. It started holding XLF on 2024-09-30. At its peak, it held 12.5K shares on 2025-12-31. Its highest holding value was $685.6K on 2025-12-31. At its lowest, it held 11.6K shares on 2024-09-30, with a value of $525.5K on 2024-09-30. In the recent 180 days, TruWealth Advisors, LLC has increased its shares by 238. In the recent year, TruWealth Advisors, LLC has increased its shares by 921.