Lodestone Wealth Management LLC's ownership history for XLP

Lodestone Wealth Management LLC currently holds 4.8K shares with a market value of $389.8K. It started holding XLP on 2024-09-30. At its peak, it held 4.8K shares on 2026-03-31. Its highest holding value was $389.8K on 2026-03-31. At its lowest, it held 3.6K shares on 2024-09-30, with a value of $283.9K on 2024-12-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 585. In the recent year, Lodestone Wealth Management LLC has increased its shares by 1.1K.