Cornerstone Planning Group LLC's ownership history for XLF

Cornerstone Planning Group LLC currently holds 3.0K shares with a market value of $156.5K. It started holding XLF on 2024-09-30. At its peak, it held 3.0K shares on 2025-09-30. Its highest holding value was $156.5K on 2025-09-30. At its lowest, it held 244 shares on 2024-09-30, with a value of $11.4K on 2024-09-30. In the recent 180 days, Cornerstone Planning Group LLC has increased its shares by 547. In the recent year, Cornerstone Planning Group LLC has increased its shares by 2.8K.