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

Comprehensive Financial Planning, Inc./PA currently holds 76 shares with a market value of $8.3K. It started holding XLY on 2024-12-31. At its peak, it held 76 shares on 2025-12-31. Its highest holding value was $9.1K on 2025-09-30. At its lowest, it held 38 shares on 2024-12-31, with a value of $7.5K on 2025-03-31. In the recent 180 days, Comprehensive Financial Planning, Inc./PA has increased its shares by 38. In the recent year, Comprehensive Financial Planning, Inc./PA has increased its shares by 38.