PLANNING DIRECTIONS INC's ownership history for XLU

PLANNING DIRECTIONS INC currently holds 12.9K shares with a market value of $592.6K. It started holding XLU on 2024-12-31. At its peak, it held 12.9K shares on 2026-03-31. Its highest holding value was $592.6K on 2026-03-31. At its lowest, it held 5.8K shares on 2025-09-30, with a value of $473.9K on 2025-03-31. In the recent 180 days, PLANNING DIRECTIONS INC has increased its shares by 7.1K. In the recent year, PLANNING DIRECTIONS INC has increased its shares by 6.9K.