United Financial Planning Group LLC's ownership history for XLK

United Financial Planning Group LLC currently holds 149 shares with a market value of $19.7K. It started holding XLK on 2025-09-30. At its peak, it held 349 shares on 2025-12-31. Its highest holding value was $50.2K on 2025-12-31. At its lowest, it held 75 shares on 2025-09-30, with a value of $19.7K on 2026-03-31. In the recent 180 days, United Financial Planning Group LLC has increased its shares by 74.