Compound Planning, Inc.'s ownership history for XLF

Compound Planning, Inc. currently holds 43.4K shares with a market value of $2.4M. It started holding XLF on 2024-12-31. At its peak, it held 43.4K shares on 2025-12-31. Its highest holding value was $2.4M on 2025-12-31. At its lowest, it held 7.2K shares on 2024-12-31, with a value of $349.0K on 2024-12-31. In the recent 180 days, Compound Planning, Inc. has increased its shares by 10.7K. In the recent year, Compound Planning, Inc. has increased its shares by 36.2K.