Caldwell Trust Co's ownership history for XLU

Caldwell Trust Co currently holds 4.0K shares with a market value of $353.2K. It started holding XLU on 2019-12-31. At its peak, it held 15.0K shares on 2022-12-31. Its highest holding value was $1.1M on 2022-12-31. At its lowest, it held 2.3K shares on 2024-12-31, with a value of $166.7K on 2023-09-30. In the recent 180 days, Caldwell Trust Co has increased its shares by 609. In the recent year, Caldwell Trust Co has increased its shares by 1.1K.