waypoint wealth counsel's ownership history for XLF

waypoint wealth counsel currently holds 12.6K shares with a market value of $687.5K. It started holding XLF on 2024-09-30. At its peak, it held 14.9K shares on 2025-03-31. Its highest holding value was $782.9K on 2025-06-30. At its lowest, it held 12.6K shares on 2025-09-30, with a value of $669.3K on 2024-09-30. In the recent 180 days, waypoint wealth counsel has decreased its shares by 2.4K. In the recent year, waypoint wealth counsel has decreased its shares by 2.2K.