Collaborative Wealth Managment Inc.'s ownership history for XLU

Collaborative Wealth Managment Inc. currently holds 13.6K shares with a market value of $624.8K. It started holding XLU on 2024-09-30. At its peak, it held 35.1K shares on 2024-09-30. Its highest holding value was $2.8M on 2024-09-30. At its lowest, it held 13.6K shares on 2026-03-31, with a value of $624.8K on 2026-03-31. In the recent 180 days, Collaborative Wealth Managment Inc. has decreased its shares by 10.0K. In the recent year, Collaborative Wealth Managment Inc. has decreased its shares by 18.9K.