Axim Planning & Wealth's ownership history for XLU

Axim Planning & Wealth currently holds 12.1K shares with a market value of $557.2K. It started holding XLU on 2025-09-30. At its peak, it held 12.1K shares on 2026-03-31. Its highest holding value was $557.2K on 2026-03-31. At its lowest, it held 3.9K shares on 2025-09-30, with a value of $344.3K on 2025-09-30. In the recent 180 days, Axim Planning & Wealth has increased its shares by 8.2K.