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

Lakeshore Financial Planning, Inc. currently holds 423.9K shares with a market value of $22.8M. It started holding XLF on 2024-09-30. At its peak, it held 423.9K shares on 2025-09-30. Its highest holding value was $22.8M on 2025-09-30. 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 13.5K. In the recent year, Lakeshore Financial Planning, Inc. has increased its shares by 15.1K.