Discipline Wealth Solutions, LLC's ownership history for XLU

Discipline Wealth Solutions, LLC currently holds 4.3K shares with a market value of $373.3K. It started holding XLU on 2025-06-30. At its peak, it held 4.3K shares on 2025-09-30. Its highest holding value was $373.3K on 2025-09-30. At its lowest, it held 4.0K shares on 2025-06-30, with a value of $324.2K on 2025-06-30.