Falcon Wealth Planning's ownership history for XLF

Falcon Wealth Planning currently holds 15.7K shares with a market value of $844.7K. It started holding XLF on 2024-09-30. At its peak, it held 20.0K shares on 2024-09-30. Its highest holding value was $992.4K on 2025-03-31. At its lowest, it held 15.7K shares on 2025-09-30, with a value of $844.7K on 2025-09-30. In the recent 180 days, Falcon Wealth Planning has decreased its shares by 4.2K. In the recent year, Falcon Wealth Planning has decreased its shares by 4.3K.