IBEX WEALTH ADVISORS's ownership history for XLU

IBEX WEALTH ADVISORS currently holds 2.7K shares with a market value of $232.0K. It started holding XLU on 2024-12-31. At its peak, it held 20.9K shares on 2024-12-31. Its highest holding value was $1.6M on 2024-12-31. At its lowest, it held 2.7K shares on 2025-09-30, with a value of $232.0K on 2025-09-30. In the recent 180 days, IBEX WEALTH ADVISORS has decreased its shares by 18.3K.