Concord Wealth Partners's ownership history for XLP

Concord Wealth Partners currently holds 292 shares with a market value of $22.7K. It started holding XLP on 2024-09-30. At its peak, it held 292 shares on 2025-12-31. Its highest holding value was $22.7K on 2025-12-31. At its lowest, it held 108 shares on 2024-09-30, with a value of $8.5K on 2024-12-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 184.