Forbes Financial Planning, Inc.'s ownership history for XLK

Forbes Financial Planning, Inc. currently holds 12.4K shares with a market value of $3.5M. It started holding XLK on 2024-09-30. At its peak, it held 17.7K shares on 2024-09-30. Its highest holding value was $4.1M on 2024-12-31. At its lowest, it held 12.4K shares on 2025-09-30, with a value of $3.2M on 2025-06-30. In the recent 180 days, Forbes Financial Planning, Inc. has decreased its shares by 4.8K. In the recent year, Forbes Financial Planning, Inc. has decreased its shares by 5.3K.