Trek Financial, LLC's ownership history for XLP

Trek Financial, LLC currently holds 243.9K shares with a market value of $19.1M. It started holding XLP on 2024-12-31. At its peak, it held 243.9K shares on 2025-09-30. Its highest holding value was $19.5M on 2025-06-30. At its lowest, it held 155.8K shares on 2025-03-31, with a value of $12.4M on 2024-12-31. In the recent 180 days, Trek Financial, LLC has increased its shares by 88.1K.