Envision Financial Planning, LLC's ownership history for XLV

Envision Financial Planning, LLC currently holds 56.6K shares with a market value of $8.3M. It started holding XLV on 2024-09-30. At its peak, it held 56.6K shares on 2026-03-31. Its highest holding value was $8.5M on 2025-12-31. At its lowest, it held 17.1K shares on 2024-09-30, with a value of $2.6M on 2024-09-30. In the recent 180 days, Envision Financial Planning, LLC has increased its shares by 35.4K. In the recent year, Envision Financial Planning, LLC has increased its shares by 37.9K.