EP Wealth Advisors, LLC's ownership history for XLU

EP Wealth Advisors, LLC currently holds 217.1K shares with a market value of $10.0M. It started holding XLU on 2024-09-30. At its peak, it held 217.1K shares on 2026-03-31. Its highest holding value was $10.0M on 2026-03-31. At its lowest, it held 48.3K shares on 2025-03-31, with a value of $3.7M on 2024-12-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 130.0K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 167.8K.