WealthPlan Investment Management, LLC's ownership history for XLK

WealthPlan Investment Management, LLC currently holds 15.1K shares with a market value of $2.0M. It started holding XLK on 2024-09-30. At its peak, it held 15.1K shares on 2026-03-31. Its highest holding value was $2.0M on 2026-03-31. At its lowest, it held 1.7K shares on 2024-09-30, with a value of $374.7K on 2024-09-30. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 11.3K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 11.7K.