Capital Planning Advisors, LLC's ownership history for XLI

Capital Planning Advisors, LLC currently holds 41.5K shares with a market value of $6.4M. It started holding XLI on 2024-12-31. At its peak, it held 42.8K shares on 2025-03-31. Its highest holding value was $6.4M on 2025-12-31. At its lowest, it held 28.5K shares on 2024-12-31, with a value of $3.8M on 2024-12-31. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 293. In the recent year, Capital Planning Advisors, LLC has increased its shares by 13.0K.