Lodestone Wealth Management LLC's ownership history for XLP

Lodestone Wealth Management LLC currently holds 4.3K shares with a market value of $336.2K. It started holding XLP on 2024-09-30. At its peak, it held 4.3K shares on 2025-12-31. Its highest holding value was $336.2K on 2025-12-31. 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 351. In the recent year, Lodestone Wealth Management LLC has increased its shares by 716.