Axis Wealth Partners, LLC's ownership history for XLU

Axis Wealth Partners, LLC currently holds 5.9K shares with a market value of $518.5K. It started holding XLU on 2024-12-31. At its peak, it held 6.0K shares on 2025-06-30. Its highest holding value was $518.5K on 2025-09-30. At its lowest, it held 5.9K shares on 2024-12-31, with a value of $444.3K on 2024-12-31. In the recent 180 days, Axis Wealth Partners, LLC has decreased its shares by 21.