Institute for Wealth Management, LLC.'s ownership history for XLU

Institute for Wealth Management, LLC. currently holds 11.9K shares with a market value of $547.9K. It started holding XLU on 2024-09-30. At its peak, it held 12.8K shares on 2025-12-31. Its highest holding value was $613.4K on 2025-09-30. At its lowest, it held 3.2K shares on 2025-03-31, with a value of $255.4K on 2025-03-31. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 4.9K. In the recent year, Institute for Wealth Management, LLC. has increased its shares by 8.7K.