Avantax Planning Partners, Inc.'s ownership history for XLF

Avantax Planning Partners, Inc. currently holds 13.9K shares with a market value of $685.7K. It started holding XLF on 2024-09-30. At its peak, it held 13.9K shares on 2026-03-31. Its highest holding value was $694.2K on 2025-06-30. At its lowest, it held 10.7K shares on 2025-12-31, with a value of $542.5K on 2024-09-30. In the recent 180 days, Avantax Planning Partners, Inc. has increased its shares by 1.9K. In the recent year, Avantax Planning Partners, Inc. has increased its shares by 1.5K.