Vertex Planning Partners, LLC's ownership history for XLF

Vertex Planning Partners, LLC currently holds 4.7K shares with a market value of $257.0K. It started holding XLF on 2025-09-30. At its peak, it held 5.2K shares on 2025-09-30. Its highest holding value was $279.4K on 2025-09-30. At its lowest, it held 4.7K shares on 2025-12-31, with a value of $257.0K on 2025-12-31.