Cyndeo Wealth Partners, LLC's ownership history for XLU


Cyndeo Wealth Partners, LLC currently holds 5.0K shares with a market value of $228.8K. It started holding XLU on 2024-09-30. At its peak, it held 5.3K shares on 2025-12-31. Its highest holding value was $250.1K on 2024-09-30. At its lowest, it held 2.3K shares on 2025-09-30, with a value of $204.4K on 2025-09-30. In the recent 180 days, Cyndeo Wealth Partners, LLC has increased its shares by 2.6K.


Cyndeo Wealth Partners, LLC's ownership history for XLU