Phillips Wealth Planners LLC's ownership history for XLF

Phillips Wealth Planners LLC currently holds 23.5K shares with a market value of $1.3M. It started holding XLF on 2024-09-30. At its peak, it held 28.8K shares on 2024-12-31. Its highest holding value was $1.4M on 2024-12-31. At its lowest, it held 21.2K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 1.5K. In the recent year, Phillips Wealth Planners LLC has increased its shares by 2.4K.