JBR Co Financial Management Inc's ownership history for XLU

JBR Co Financial Management Inc currently holds 27.7K shares with a market value of $1.2M. It started holding XLU on 2024-09-30. At its peak, it held 27.7K shares on 2025-12-31. Its highest holding value was $1.4M on 2025-06-30. At its lowest, it held 15.1K shares on 2025-09-30, with a value of $1.2M on 2025-12-31. In the recent 180 days, JBR Co Financial Management Inc has increased its shares by 12.6K. In the recent year, JBR Co Financial Management Inc has increased its shares by 10.4K.