Centric Wealth Management's ownership history for XLU

Centric Wealth Management currently holds 85.4K shares with a market value of $4.0M. It started holding XLU on 2024-09-30. At its peak, it held 85.4K shares on 2026-03-31. Its highest holding value was $4.0M on 2026-03-31. At its lowest, it held 5.2K shares on 2024-12-31, with a value of $397.1K on 2024-12-31. In the recent 180 days, Centric Wealth Management has increased its shares by 44.7K. In the recent year, Centric Wealth Management has increased its shares by 78.0K.