Investment Planning Advisors, Inc.'s ownership history for XLK

Investment Planning Advisors, Inc. currently holds 2.5K shares with a market value of $338.3K. It started holding XLK on 2025-09-30. At its peak, it held 2.5K shares on 2026-03-31. Its highest holding value was $338.3K on 2026-03-31. At its lowest, it held 979 shares on 2025-09-30, with a value of $276.0K on 2025-09-30. In the recent 180 days, Investment Planning Advisors, Inc. has increased its shares by 1.6K.