EP Wealth Advisors, LLC's ownership history for XLU

EP Wealth Advisors, LLC currently holds 87.1K shares with a market value of $7.1M. It started holding XLU on 2024-09-30. At its peak, it held 87.1K shares on 2025-06-30. Its highest holding value was $7.1M on 2025-06-30. 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 37.8K.