Compound Planning, Inc.'s ownership history for XLF

Compound Planning, Inc. currently holds 28.1K shares with a market value of $1.5M. It started holding XLF on 2024-12-31. At its peak, it held 32.7K shares on 2025-06-30. Its highest holding value was $1.7M on 2025-06-30. At its lowest, it held 7.2K shares on 2024-12-31, with a value of $349.0K on 2024-12-31. In the recent 180 days, Compound Planning, Inc. has increased its shares by 3.8K.