WealthPLAN Partners, LLC's ownership history for XLF

WealthPLAN Partners, LLC currently holds 40.6K shares with a market value of $2.0M. It started holding XLF on 2024-09-30. At its peak, it held 42.2K shares on 2025-12-31. Its highest holding value was $2.3M on 2025-12-31. At its lowest, it held 34.3K shares on 2024-09-30, with a value of $1.6M on 2024-09-30. In the recent 180 days, WealthPLAN Partners, LLC has decreased its shares by 1.1K. In the recent year, WealthPLAN Partners, LLC has decreased its shares by 1.0K.