Comprehensive Financial Planning, Inc./PA's ownership history for XLE

Comprehensive Financial Planning, Inc./PA currently holds 4.0K shares with a market value of $245.3K. It started holding XLE on 2024-12-31. At its peak, it held 4.0K shares on 2026-03-31. Its highest holding value was $245.3K on 2026-03-31. At its lowest, it held 2.0K shares on 2025-09-30, with a value of $169.8K on 2025-06-30. In the recent 180 days, Comprehensive Financial Planning, Inc./PA has increased its shares by 2.0K. In the recent year, Comprehensive Financial Planning, Inc./PA has increased its shares by 1.6K.