Circle Wealth Management, LLC's ownership history for XLU

Circle Wealth Management, LLC currently holds 10.5K shares with a market value of $913.3K. It started holding XLU on 2025-03-31. At its peak, it held 10.5K shares on 2025-09-30. Its highest holding value was $913.3K on 2025-09-30. At its lowest, it held 2.7K shares on 2025-03-31, with a value of $209.6K on 2025-03-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 7.8K.