Lifeworks Advisors, LLC's ownership history for XLU

Lifeworks Advisors, LLC currently holds 2.9K shares with a market value of $249.9K. It started holding XLU on 2024-12-31. At its peak, it held 2.9K shares on 2025-09-30. Its highest holding value was $249.9K on 2025-09-30. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $200.1K on 2024-12-31. In the recent 180 days, Lifeworks Advisors, LLC has increased its shares by 230.