Centric Wealth Management's ownership history for XLU

Centric Wealth Management currently holds 40.7K shares with a market value of $3.6M. It started holding XLU on 2024-09-30. At its peak, it held 44.0K shares on 2025-06-30. Its highest holding value was $3.8M on 2025-06-30. 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 33.3K. In the recent year, Centric Wealth Management has increased its shares by 2.1K.