Venturi Wealth Management, LLC's ownership history for XLF

Venturi Wealth Management, LLC currently holds 141.1K shares with a market value of $7.7M. It started holding XLF on 2024-09-30. At its peak, it held 171.0K shares on 2025-09-30. Its highest holding value was $9.2M on 2025-09-30. At its lowest, it held 97.1K shares on 2024-09-30, with a value of $4.4M on 2024-09-30. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 27.2K. In the recent year, Venturi Wealth Management, LLC has increased its shares by 44.0K.