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

Lakeshore Financial Planning, Inc. currently holds 1.8K shares with a market value of $200.6K. It started holding XLY on 2024-12-31. At its peak, it held 1.8K shares on 2025-12-31. Its highest holding value was $220.5K on 2025-09-30. At its lowest, it held 919 shares on 2024-12-31, with a value of $200.6K on 2026-03-31. In the recent 180 days, Lakeshore Financial Planning, Inc. has increased its shares by 921.