JFS WEALTH ADVISORS, LLC's ownership history for XLU

JFS WEALTH ADVISORS, LLC currently holds 4.7K shares with a market value of $413.3K. It started holding XLU on 2024-09-30. At its peak, it held 4.7K shares on 2025-09-30. Its highest holding value was $413.3K on 2025-09-30. At its lowest, it held 1.1K shares on 2025-03-31, with a value of $88.4K on 2025-03-31. In the recent 180 days, JFS WEALTH ADVISORS, LLC has increased its shares by 3.6K.