Larry Mathis Financial Planning, LLC's ownership history for XLF

Larry Mathis Financial Planning, LLC currently holds 4.4K shares with a market value of $238.3K. It started holding XLF on 2025-12-31. At its peak, it held 10.2K shares on 2025-12-31. Its highest holding value was $558.6K on 2025-12-31. At its lowest, it held 4.4K shares on 2026-06-30, with a value of $238.3K on 2026-06-30.