PLANNING DIRECTIONS INC's ownership history for XLP

PLANNING DIRECTIONS INC currently holds 16.1K shares with a market value of $1.3M. It started holding XLP on 2024-12-31. At its peak, it held 18.4K shares on 2024-12-31. Its highest holding value was $1.5M on 2025-03-31. At its lowest, it held 16.1K shares on 2025-09-30, with a value of $1.3M on 2025-09-30. In the recent 180 days, PLANNING DIRECTIONS INC has decreased its shares by 1.8K.