Plan A Wealth LLC's ownership history for XLK
Plan A Wealth LLC currently holds 1.2K shares with a market value of $326.7K. It started holding XLK on 2024-12-31. At its peak, it held 2.1K shares on 2024-12-31. Its highest holding value was $486.7K on 2024-12-31. At its lowest, it held 1.2K shares on 2025-06-30, with a value of $293.5K on 2025-06-30. In the recent 180 days, Plan A Wealth LLC has decreased its shares by 615.
Plan A Wealth LLC's ownership history for XLK