HCR Wealth Advisors's ownership history for XLU
HCR Wealth Advisors currently holds 51.0K shares with a market value of $4.5M. It started holding XLU on 2024-09-30. At its peak, it held 52.1K shares on 2025-06-30. Its highest holding value was $4.5M on 2025-09-30. At its lowest, it held 50.1K shares on 2024-09-30, with a value of $3.8M on 2024-12-31. In the recent 180 days, HCR Wealth Advisors has increased its shares by 65. In the recent year, HCR Wealth Advisors has increased its shares by 864.
HCR Wealth Advisors's ownership history for XLU