Lakeshore Financial Planning, Inc.'s ownership history for XLF

Lakeshore Financial Planning, Inc. currently holds 431.7K shares with a market value of $21.3M. It started holding XLF on 2024-09-30. At its peak, it held 431.7K shares on 2026-03-31. Its highest holding value was $23.5M on 2025-12-31. At its lowest, it held 408.8K shares on 2024-09-30, with a value of $18.5M on 2024-09-30. In the recent 180 days, Lakeshore Financial Planning, Inc. has increased its shares by 7.8K. In the recent year, Lakeshore Financial Planning, Inc. has increased its shares by 21.3K.