Goldstone Financial Group, LLC's ownership history for XLU

Goldstone Financial Group, LLC currently holds 3.6K shares with a market value of $315.3K. It started holding XLU on 2023-03-31. At its peak, it held 137.7K shares on 2023-03-31. Its highest holding value was $9.3M on 2023-03-31. At its lowest, it held 3.6K shares on 2025-09-30, with a value of $286.9K on 2023-12-31. In the recent 180 days, Goldstone Financial Group, LLC has decreased its shares by 129.3K. In the recent year, Goldstone Financial Group, LLC has decreased its shares by 134.1K.