Accretive Wealth Partners, LLC's ownership history for XLU

Accretive Wealth Partners, LLC currently holds 52.3K shares with a market value of $2.4M. It started holding XLU on 2024-09-30. At its peak, it held 52.3K shares on 2026-03-31. Its highest holding value was $2.4M on 2026-03-31. At its lowest, it held 22.8K shares on 2024-12-31, with a value of $1.7M on 2024-12-31. In the recent 180 days, Accretive Wealth Partners, LLC has increased its shares by 26.5K. In the recent year, Accretive Wealth Partners, LLC has increased its shares by 27.3K.