Axim Planning & Wealth's ownership history for XLF

Axim Planning & Wealth currently holds 5.7K shares with a market value of $312.2K. It started holding XLF on 2025-03-31. At its peak, it held 6.9K shares on 2025-09-30. Its highest holding value was $370.9K on 2025-09-30. At its lowest, it held 4.4K shares on 2025-03-31, with a value of $218.0K on 2025-03-31. In the recent 180 days, Axim Planning & Wealth has decreased its shares by 537.