Capital Planning Advisors, LLC's ownership history for XLF

Capital Planning Advisors, LLC currently holds 113.0K shares with a market value of $6.2M. It started holding XLF on 2024-12-31. At its peak, it held 113.0K shares on 2025-12-31. Its highest holding value was $6.2M on 2025-12-31. At its lowest, it held 72.5K shares on 2024-12-31, with a value of $3.5M on 2024-12-31. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 2.0K. In the recent year, Capital Planning Advisors, LLC has increased its shares by 40.5K.