PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for XLV

PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 1.1K shares with a market value of $168.2K. It started holding XLV on 2024-09-30. At its peak, it held 1.1K shares on 2025-09-30. Its highest holding value was $177.6K on 2025-12-31. At its lowest, it held 370 shares on 2024-09-30, with a value of $49.9K on 2025-06-30. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 0. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 777.