Forvis Mazars Wealth Advisors, LLC's ownership history for XLU

Forvis Mazars Wealth Advisors, LLC currently holds 23.2K shares with a market value of $1.1M. It started holding XLU on 2024-09-30. At its peak, it held 23.6K shares on 2025-12-31. Its highest holding value was $1.1M on 2026-03-31. At its lowest, it held 11.7K shares on 2025-09-30, with a value of $946.4K on 2024-12-31. In the recent 180 days, Forvis Mazars Wealth Advisors, LLC has increased its shares by 11.5K. In the recent year, Forvis Mazars Wealth Advisors, LLC has increased its shares by 11.0K.