WealthPLAN Partners, LLC's ownership history for XLF
WealthPLAN Partners, LLC currently holds 41.7K shares with a market value of $2.2M. It started holding XLF on 2024-09-30. At its peak, it held 41.7K shares on 2025-09-30. Its highest holding value was $2.2M on 2025-09-30. 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 increased its shares by 83. In the recent year, WealthPLAN Partners, LLC has increased its shares by 7.4K.
WealthPLAN Partners, LLC's ownership history for XLF