Plan Group Financial, LLC's ownership history for XLP

Plan Group Financial, LLC currently holds 3.7K shares with a market value of $300.6K. It started holding XLP on 2025-09-30. At its peak, it held 3.7K shares on 2026-03-31. Its highest holding value was $300.6K on 2026-03-31. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $280.4K on 2025-12-31. In the recent 180 days, Plan Group Financial, LLC has increased its shares by 57.