MCCARTER PRIVATE WEALTH SERVICES LLC's ownership history for XLU


MCCARTER PRIVATE WEALTH SERVICES LLC currently holds 10.3K shares with a market value of $475.0K. It started holding XLU on 2025-09-30. At its peak, it held 10.3K shares on 2025-12-31. Its highest holding value was $475.0K on 2026-03-31. At its lowest, it held 5.2K shares on 2025-09-30, with a value of $441.8K on 2025-12-31. In the recent 180 days, MCCARTER PRIVATE WEALTH SERVICES LLC has increased its shares by 5.2K.


MCCARTER PRIVATE WEALTH SERVICES LLC's ownership history for XLU